The Changing Face of the Front Office – Event Summary

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The most important front office development in the past five years?

One of the most striking results from The Front Office of the Future survey (by Compeer and IRESS) is that over half of the responding wealth management firms viewed technology as the most important development to their front office over the last five years. Ahead of compliance, new regulations, governance and new services, technology has been the biggest change, and seems set to retain that crown. A total of 92% of firms interviewed will be introducing new channels of communication and functionality in the future, including apps, portals and self-services features.

In this Financial Services Forum roundtable event, sponsored by Compeer and Sales Kinetics, participants discussed the role of technology in the front office, the difference between technology that improves client service versus technology that just does things differently, and how technology can be used internally to improve efficiency and free up time for adding value to client relationships and winning new business.

Please download the PDF document to read Alyssa Ford’s event summary.

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