DATASHEET

Financial planning transformation for asset management

Maximize returns with connected finance

Asset management firms face dual challenges to both their top- and bottom lines as fee pressures grow in the face of falling markets and net outflows, causing a drop in AUM and revenue. Rising investor and regulatory scrutiny coupled with ongoing consolidation threatens firms, with 16% of existing asset and wealth managers expected to go out of business or be acquired by 2027, according to a study by PwC.

To stay ahead of the competition and improve returns, you need a way to move from disconnected to connected finance. Download this datasheet to find out how you can connect your corporate finance and other functions (investment teams, retail and institutional distribution, IT, risk and compliance, and more) and achieve the following:

  • Adapt quickly to market changes by integrating predictive analytics and running advanced scenarios based on key business drivers.
  • Optimize resource allocation to improve returns. Focus on the opportunities that matter by better understanding trade-offs and ROI.
  • Boost your finance team’s productivity by automating financial planning processes so your team can focus on higher value work.
Read the datasheet