Analyst Research

PAM Digital Report 2024: The use of AI and effective data management
AI is transforming the wealth management industry and UK firms are increasingly exploring its potential to improve processes
December 2024

26 November 2024

Analyst Research

Client Experience Toolkit 2024
The Impact of Generational Shift on Client Experience for Investors
August 2024

5 August 2024

Analyst Research

The Positive Influence of Technology on UK Wealth Management
Compeer and Objectway have teamed up to host a series of roundtables on issues of growing concern to the UK wealth management industry
July 2024

22 July 2024

Analyst Research

The Swiss WealthTech Landscape Report 2024
Objectway provides a modular, scalable open platform adaptable to end-to-end use and specific customer needs
February 2024

7 February 2024

Analyst Research

WealthTech 2024 Annual Report
The opportunities afforded by AI are many, but explainability may will be the key to uptake
January 2024

19 January 2024

Analyst Research

Sustainable Digital Change: A must have to improve customer experience
Where wealth firms are embracing digital change and the sustainable impact on customer experiences
October 2023

19 October 2023

Analyst Research

Unlocking opportunity in challenging times: innovation in European financial services
The joint research results are based on GlobalData’s annual surveys on financial services companies worldwide.
June 2023

5 June 2023

Analyst Research

The WealthTech Report 2023
Operational efficiency: a positive effect on the bottom line
February 2023

7 February 2023

Analyst Research

The Swiss WealthTech Landscape Report 2022
Democratising wealth: a unique business opportunity to shape the future of wealth management
November 2022

25 November 2022

Analyst Research

Using digital change to enable front office scalability
Technology is providing value to drive productivity and future proof their front office
May 2022

13 October 2022