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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.
Insights into the business of investing.
Part of the Intelligence Service, this is a continuation of the COO Front Office Forums.
Part of the Intelligence Service, this is a continuation of the Change Management Forums.
Part of the Intelligence membership
Part of the Intelligence Service, this is a continuation of the IT Directors forums.
Agenda will be announced shortly.
Valuable content targeted to the right audience is fundamental to driving profitable client interaction. Yet, over 60% of content created by organisations is never used.
The overabundance of wasted content signals a breakdown in the process for content creation and distribution. It highlights the fact firms are wasting valuable resources that could be re-directed to useful, client-focused activities. It also suggests that content messaging may not be resonating with the intended audience and needs to change.
There is huge potential for firms to innovate through the font office, the back office and in corporate functions such as finance. There are a few firms with a focus on digitally based improvements and they look likely to be among the industry winners.
Content management systems can guide firms to create the right content and keep it controlled, ensuring it meets regulatory guidelines.
The 43% of firms that have adopted content management systems are positioned to better identify leads for their business development teams and retain existing client’s attention which, ultimately, fuels greater competitive success.
A rapid growth in size and complexity of business, supported by a robust architecture.
Our client saved 20 x benchmarking cost in 1st year
The lead manager told his team that the best thing they did in 2015 was the Investit Investment Strategy Review.
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
Only 10% of CEOs in asset and wealth management say they will be prioritising digital and technological capabilities this year*. While other sectors in financial services are adopting new technologies, asset managers’ efforts remain modest.
There is huge potential for firms to innovate through the front office, the back office and in corporate functions such as finance. There are a few firms with a focus on digitally based productivity improvements and they look likely to be among the industry winners.
Investit believes that CFOs will play a major role in championing innovation. They are acutely aware of the sustained downward pressure on fees. CFOs will be driving the search for tools to improve productivity and profitability. Already we see more CFOs, CTOs and COOs using benchmarking and data analytics as they search for the key indicators they need to manage.
The Investit Intelligence CFOs’ Forum will be exploring the finance team’s role in delivering a strategic vision and the best way to inform the business.
* PWC CEO Survey 2017