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Our mission is to define and implement change that improves our clients’ business efficiency and effectiveness.
Business efficiency is critical in an increasingly competitive and complex market. Investit’s business and IT benchmarking tools are designed for firms who want to optimise the effectiveness of their operations and systems.
The Investit Intelligence programme is an industry-leading community of firms who collectively sponsor practical operations and technology research.
Join your peer group to discuss the challenges you face day-to-day and make your own network.
Investit helps the investment industry become what clients need and regulators demand.
"Members will hear an update on ESMA’s publication: Regulatory Technical Standards"
"Members will meet in early November to discuss the recent ESMA release"
"This forum will explore current practices for supporting the unique characteristics of alternative assets"
"Hear a round up of observations from the 2015 IT Value Survey"
82% of firms at Investit’s 22nd Intelligence Conference held on 30 September indicated their firm is feeling confident for 2016. The top 3 initiatives members are planning over the next 18 months:
• 81%: Data management and strategy
• 72%: Digital communications strategy
• 57%: Change in target operating model
The day focused on delivering Investit’s industry leading research on Embracing Digital: Meeting Client Expectations and The Changing World of the Front Office. Roundtables were held to discuss these topics with peers and the authors.
The members only conference was attended by senior management delegates from top-tier investment managers and investment operations service providers. To learn more about joining our Intelligence research community contact Clare Vincent-Silk at +44 (0)20 7933 9900.
"Having a clearer investment process made for simpler messages and better consultant meetings and ratings"
"Our client now has a clear policy and set of procedures required by regulator and clients"
"We achieved the client’s goals of better execution, more performance and lower costs for the firm"
"Upon completion of our MiFID II assessment the client was well-positioned to implement the required regulatory changes"
"We identified a number of gaps that lead us to recommend key areas of improvement and how the business would benefit from these changes"
In 2012, 67% of firms cited client retention and improved service levels as the major drivers for their digital communications strategy. In 2015, only 46% of firms cite client retention as a driver, a drop of almost 20% over 2012 results. In 2015, the focus for digital communications is on brand recognition. This shift from a defensive strategy, retaining current clients, to an increasingly offensive strategy, garnering new clients in an increasingly competitive marketplace, has catapulted brand recognition as a key driver for 54% of firms. This reflects an increase of 43% since 2012!
Join Investit Intelligence members in our research on Embracing Digital: Meeting Client Expectations as we examine trends in use of digital communications and technologies that enhance client relationships, meet changing client demands, and help financial service firms thrive in an era of technological change. We will be presenting this research at our members only Intelligence Conference on 30th September.