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Reinventing Digital Client & Investor Onboarding for Fund Administrators & Transfer Agents

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Reinventing Digital Client & Investor Onboarding for Fund Administrators & Transfer Agents

55% of Asset Managers are currently dissatisfied with the digital capabilities of their transfer agency and fund administration service providers.

In this whitepaper, we explore the challenges facing Asset Servicing firms as they embark on their digital transformation journey and examine how a digital client and investor lifecycle management approach can help drive cost efficiencies and improve service quality by automating front-to-back office operations.

In this report, you will learn:

  • Why AS firms must embrace a digital-first approach to client and investor onboarding or risk obsoletion
  • The key transformation challenges facing AS firms
  • A best practice model for digitalizing end-to-end client and investor lifecycle management

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