Due North: Harnessing Desktop Technology to Empower the Canadian Adviser

Celent will help qualify your requirements and introduce you to the vendor
Spotted a missing vendor? Use this form to alert a vendor to the Celent service
Create a vendor selection project & run comparison reports
Register to access this feature
Click to express your interest in this report
Indication of coverage against your requirements
Vendor requires PRO subscription to activate this feature
Requires research subscription, contact Celent for more info
10 October 2017
William Trout

For bank wealth managers, the adviser desktop represents an opportunity to finally realise the potential of front office tools.

Key research questions

  • What is the data management function of the desktop?
  • In what ways does desktop architecture represent a technological leap forward?
  • What does the embrace of desktop solutions imply for the larger technology ecosystem?

Abstract

Dilapidated technology architecture and heightened client service demands have spurred a need for advisor-friendly tools. Where is the one-stop desktop solution that meets the needs of management and the Canadian adviser?

Regulatory and market pressures have upped the ante for Canadian wealth managers, and most of all for banks, whose control over customer data has afforded them a competitive advantage. Firms are looking to desktop technology to help the adviser to work more efficiently, coordinate service delivery across platforms, and energise the client experience.

sign in or register to read more

Insight details

Special Interest
Innovation & Emerging Technology
Content Type
Reports
Report Type
Industry Trends, Technology trends, Vendor landscape
Location
North America
Subscription categories
Securities & Investments, Wealth & Asset Management, Wealth Management