Vontive’s Post

In the next decade, an enormous $18 trillion legacy is set to change hands, reshaping the wealth management industry and “Wealth advice, investment management and client experiences are likely to change more rapidly in the next five years than in the last 20”. That’s according to the 2024 EY 'Global Wealth Management Industry Report: Rethinking The How', which sets out 10 key challenges that wealth managers must overcome:   🌟 Standing out in the age of personalisation 🤝 Elevating relationship management 🔍 Delivering client-centric advice at scale 🔗 Creating synergies with modular offerings 🌐 Providing seamless, consistent experiences 👥 Redefining the role of relationship managers 📈 Outperforming organic growth 🔧 Overcoming operational complexity 🔮 Building future-proof technology and data infrastructure 🛠️ Redesigning control functions Technology will play a central role in helping teams achieve these aims, with tools like our AI-driven 1fs Wealth platform helping elevate the client experience through its advanced wealth intelligence insights. The full EYl report is available to read here: https://lnkd.in/eMW5MzWq #wealthtech #fintech #wealthmanagement #wealth #financialmanagement

In the age of #FinanceTransformation, it's time to rethink, redesign, and reimagine your #ControlsProgram. Read Deloitte’s CFC blog to know more.

In the age of #FinanceTransformation, it's time to rethink, redesign, and reimagine your #ControlsProgram. Read Deloitte’s CFC blog to know more.

In the age of #FinanceTransformation, it's time to rethink, redesign, and reimagine your #ControlsProgram. Read Deloitte’s CFC blog to know more.

In the age of #FinanceTransformation, it's time to rethink, redesign, and reimagine your #ControlsProgram. Read Deloitte’s CFC blog to know more.

In the age of #FinanceTransformation, it's time to rethink, redesign, and reimagine your #ControlsProgram. Read Deloitte’s CFC blog to know more.

🌟 Navigating the Journey from Advisor-Dependent Practice to True Enterprise 🌟 Growing your financial advisory firm from an "advisor-dependent practice" to a scalable enterprise is not easy. The transition is challenging, but that's where we come in. We specialize in making aggregators and established RIAs better by optimizing operational complexity, enhancing enterprise value, and creating an environment that attracts and retains top talent. We can help you manage the tension between growth and operational efficiency, ensuring your firm is ready to scale and thrive. #financialservices #strategicoperations #RIA #wealthmanagement #businessgrowth #deliveradvice

Experience the efficiency, precision, and convenience that comes with our technologically advanced valuation service. Connect with us today to revolutionize your valuation process with ValueD. https://lnkd.in/dsvYTQfQ #DigitialTransformation #FinanceTechnology #BusinessValuation #ValuationServices #TechInFinance #ValueD

KPMG, in collaboration with MeriTalk, has identified a key obstacle in finance modernization: the misalignment between finance and IT teams. Dive into our comprehensive report to discover more about the challenges, priorities, and actionable recommendations for navigating the modernization landscape. Download now and propel your organization forward! #KPMGFed #ModGov #FinanceForward #financetransformation https://bit.ly/3AlHKfx

Assess your #Finance organization’s capabilities with Deloitte's Finance Function SelfAssess Tool™. Respond to a series of targeted questions (which takes about 30 minutes), and gain valuable insights into the current state of your finance capabilities across multiple dimensions, including strategy, technology, and operating models - and identify specific areas for improvement.