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Asset Management & Digital Transformation

ORM - Asset Management and Digital Transformation

Asset Management is the latest industry to be hit by the digital tsunami. Firms are now not only grappling with the low interest rate environment, tightening of regulations, and a growing preference for passively managed funds, but they are also being forced to combat the rapid growth of robo-advice and fintech start-ups.

While technology and big data may be underlying causes, it’s customer experience that’s driving the digital revolution. FS customers, used to interacting with digitally sophisticated brands in their shopping or leisure time, are increasingly more demanding. They expect real time access to information, service and transparency, on any device, all at a low cost.

Asset Managers, who are used to competing with each other on performance or fund innovation, are now realising that poor customer experience is an issue for their brand perception and ultimately commercial performance. In particular, the industry’s familiar ways of working will have to modernise to serve the next digitally savvy millennial generation, who are expected to inherit $30 trillion of wealth in the next decade.

In our latest ebook we take a look at current trends affecting the Asset Management Industry, how to plan for a digital future, practical tips on how to instigate change within an Asset Management business; as well as include an exclusive interview with Natalie Ceeney CBE, Chair of Innovate Finance and former Head of Customer Standards at HSBC UK and CEO of Financial Ombudsman Service in which she says why now is the right time to digitise.


Andy Farmer, Executive Director of Strategy, ORM

Key take outs:

  • Plan for a digital future by following our 4 simple steps.
    For traditional Asset Management firms, “going digital” is not without its challenges, but doing nothing is not an option. Although there is not a ‘one size fits all’ digital strategy, there are some universal themes that should be addressed when planning for a digital future.
  • Do you find people are resistant to change?
    If change is a daunting prospect in your business and you are confronted with resistance from all angles, we’ve outlined an easy to follow approach for combating the status quo in your organisation.

  • The latest tech innovations in financial services.
    We’ve looked at some of the technology that is making an impact on the FS industry today. Find out what innovations make the list, as well as some real-world examples of companies that have implemented these digital tools.

  • Expert advice from the actual experts.
    We relay our exclusive interview with Natalie Ceeney CBE - Chair of Innovate Finance and former Head of Customer Standards at HSBC UK and CEO of Financial Ombudsman Service - as well as including snippets of valuable advice from professionals at AllianzGI and Pictet Asset Management.


Download the ebook here.


Amy Creeden, Marketing Manager, ORM,

About the author

Amy Creeden, ORM, Marketing Manager

Amy handles all marketing and communications activities at ORM. The digital strategy agency is Amy's first venture working for an agency, having previously come from in-house roles in the events and video industries

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