Actioning the future of investment fund distribution and operations
FundForum International will be held in Copenhagen from 25 to 27 June and Fundsquare is proud to be a sponsor of this flagship event.
Bringing together major actors from around the world, this year’s edition will cover a vast range of diverse topics highlighting opportunities and challenges in the fund industry.
Behind many of these is the rapid pace of change in the industry and its embrace of digital solutions and digital points of sale. What were once seen as “good ideas, but maybe later” are now becoming realities.
Underpinning the new reality is data and information. Fund actors, if they want to meet the challenges of digitally savvy investors, regulatory requirements and long-term declines in fees, need to ensure that data flows efficiently and securely.
Focus on data to unlock potential
At the same time, quality data that is used effectively can help to open up opportunities for product innovation and to reach new markets and segments or grow existing ones. For investors, it enhances the client experience and responds to needs. For fund producers, and others in the fund distribution chain, it can provide a real-time, or near real-time, view of the distribution process, thus flattening the chain, understanding clients' needs, increasing operational automation and bringing the buyer and producer closer.
The key to success in this environment is a mastery of data management, in particular the adoption of a holistic data management approach.
This is an iterative process between data producers and data consumers, that is based fundamentally on ongoing and continuous data quality and feedback. It uses big data analytical methods, data lakes and machine learning.
Holistic data management will help all those in the fund distribution chain to be in a better position to be more cost efficient and, importantly, to create value across the industry.
To explore this approach and to find more about our services for today’s fund industry, Fundsquare experts will be available throughout FundForum International.
Drop by and speak to us at stand 3. We look forward to seeing you there.
For more details about this event, see the FundForum International site.