This video interview, recorded during OWIN26, features Nicola Morrison, Operations Director at Ramsey Crookall, and Tariq Khan, Business Development Director UK & MENA at Objectway, discussing how SaaS technology is helping wealth management firms build scalable, agile, and future-ready operating models.

Nicola explains why Ramsey Crookall selected a SaaS platform to support its growth strategy and the diverse needs of its global client base. Serving a wide range of investor profiles, the firm required a flexible technology environment capable of adapting to evolving business requirements without the cost and complexity of developing and maintaining proprietary systems. Morrison highlights how Objectway’s ability to understand the firm’s objectives and respond to changing client expectations has made the partnership a key driver of operational agility and service excellence.

Tariq Khan shares Objectway’s perspective on the growing importance of SaaS in wealth management, explaining how cloud-based platforms provide firms of all sizes with access to enterprise-grade capabilities while reducing the burden of infrastructure, security, maintenance, and business continuity management. He also outlines why modern wealth management architectures should be modular, API-driven, and designed to improve interoperability across systems.

The discussion further explores the critical role of technology partnerships in successful transformation initiatives. Morrison emphasizes the value of strategic alignment, open communication, and cultural fit when selecting a technology provider, noting that shared values and a collaborative approach have been fundamental to the relationship between Ramsey Crookall and Objectway.

Watch the full interview to gain insights into SaaS adoption, platform modernization, and the partnership-led strategies that are helping wealth managers enhance efficiency, strengthen client service, and support long-term growth.