Investit helps the investment industry become what clients need and regulators demand.

70% of investment management firms are underperforming in digital

70% of investment management firms are underperforming in digital

With increasingly fierce competition for investor assets and shrinking margins, investment firms are looking to innovative digital solutions to strengthen investor loyalty and drive brand recognition. Successful firms have also recognised that a cohesive operating platform that can deliver digital success is every bit as important as a strong front end.

A recent Investit survey revealed only 30% of investment firms have begun their journey to digital maturity. Firms are struggling to create a digital strategy with the right technologies that will enable them to meet the firm’s business objectives while meeting shifting client needs. The majority of firms are reviewing their digital strategies and say they intend to embark on new initiatives in the next 12 months.

Investit’s Digital Accelerator enables you to deliver the right service with the right content to the right clients at the right time. We can help you to assess your digital capability against your peers, design your digital strategy and implement your digital roadmap. To learn more about ways to service your clients better through digital excellence please contact Clare Vincent-Silk at +44 (0) 20 7933 9900.

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MiFID II transaction reporting: the straw that is breaking the camel's back

MiFID II transaction reporting: the straw that is breaking the camel's back

MiFID II transaction reporting is causing 67% of investment management firms to re-evaluate the whole of their regulatory reporting operations. The required data, if it exists, sits in various systems and data stores. For those that have outsourced investment operations it is estimated that only a quarter of the data required for MiFID II transaction reporting resides with such asset service providers.

Investit’s MiFID II Toolkit offers you the right support to help you become MiFID II compliant. Our clients are now focusing on regulatory reporting, drawing upon our data governance skills to define their regulatory reporting operating models.To learn more about MiFID II and our regulatory reporting work, contact Clare Vincent-Silk at +44 (0) 20 7933 9900.

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