White Papers & eBooks
A must-read selection of white papers and eBooks for professionals in the fund marketing and investor servicing industry.
How Automation can Improve Delivery of Your Investor Experiences At its core, automation is the use of a system to replace manual, repetitive tasks. This
How asset managers can create powerful client experiences with self-serve software Very few software options have been available to help asset managers with their marketing
ESG reporting fears push need for better communication tools The sweeping trend towards environmental, social and governance (ESG) investing brings major revenue-creating opportunities for asset