Scalable Tech and Operations in Wealth and Asset Management

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In the evolving landscape of wealth and asset management, firms are contending with rising costs, shrinking margins, and escalating client expectations. Aerapass offers a transformative solution, delivering ~20% efficiency improvement over traditional models.

Addressing Industry Challenges with Aerapass*

  1. Cost Efficiency: Traditional firms have seen technology expenses rise, with IT intensity exceeding ~15% of total operating costs in 2022, up from 13% five years earlier. Aerapass’s scalable platform streamlines operations, reducing technology expenditures and enhancing overall efficiency has the potential to more than offset this cost.
  2. Margin Enhancement: The industry faces margin pressures due to the growth of passive investments and increased competition. Aerapass’s innovative solutions enable firms to offer personalized services efficiently, thereby improving margins and fostering client loyalty.
  3. Meeting Client Expectations: Clients demand personalized, transparent, and seamless experiences. Aerapass’s platform facilitates the delivery of tailored services, ensuring compliance and effective risk management, which builds trust and confidence among clients.

Aerapass’s Strategic Advantages

  • Comprehensive Platform: Aerapass provides an end-to-end platform encompassing digital engagement, smart workflows, core business capabilities, data analytics, and cloud infrastructure, allowing firms to focus on their core competencies.
  • Regulatory Compliance and Security: The platform ensures adherence to regulatory standards and robust data security, mitigating risks associated with compliance and cybersecurity.
  • Scalability and Innovation: Aerapass’s solutions are designed to scale with business growth, enabling firms to adapt to market changes and client demands efficiently.

By integrating Aerapass’s platform, wealth and asset managers can achieve significant cost savings, enhance margins, and deliver superior client experiences, positioning themselves for sustainable growth in a competitive market.

*Scalable Tech and Operations in Wealth and Asset Management https://www.bcg.com/publications/2023/technology-and-operations-in-wealth-and-asset-management?form=MG0AV3