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

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