We interviewed Chief level Front Office staff from Private Banks, Full Service Wealth Managers and Private Clients to gain insight into where inefficiencies lie and their vision for 'the front office of the future'.
Key findings include:
For more findings, read our detailed report.
Discover just a few ways that cashflow planning can help your business to thrive and how investing in a professional tool can be a profitable investment.
Here are 6 areas where having the right technology solution in place will help you to meet your regulatory requirements cost-effectively - and help you to avoid those pesky hidden costs along the way.
IRESS' Mortgage Efficiency Survey tracks developments from lenders across the mortgage market.
MiFID II will significantly change the way costs and charges are disclosed to investors, affecting all provide investment services.
Our report combines data, insight and analysis to build a picture of a new flexible retirement landscape.
See how the UK wealth management industry performed last year, in this latest annual benchmarking survey.
Watch this engaging panel debate on demand..
Developed with the Association of Mortgage Intermediaries (AMI) and the Intermediary Mortgage Lenders Association (IMLA), this report provides insight to lender best practice and the experiences of intermediaries in the UK mortgage market.
How do you solve the challenges of an ageing legacy system? We interviewed COO's to find out their views.
Our report looks at how the dust has settled following the introduction of pension freedom and all the choices we now have to try and achieve a sustainable income.
1,000 end investors were surveyed to gauge their views on the impact of Brexit. This report produced in association with Compeer our research partner gives you the key findings.
We tracked developments in the market over 12 months and compiled data from leading lenders to produce one of the biggest surveys into UK lending.