VSV-ASG Technology Radar 2024

Holistic orientation guide and contextualization for wealth managers

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In cooperation with Swiss Association of Wealth Managers | VSV | ASG | SAM

Commissioned by the Swiss Association of Wealth Managers | VSV | ASG | SAM, the “VSV-ASG Technology Radar 2024” in co-creation with EAM.Technology provides a comprehensive analysis of the current system landscape within the wealth management industry and makes concrete recommendations and considerations for the wealth managers, solution providers and banks.

This close collaboration ensures that the study offers not only theoretical concepts but also concrete advice tailored to the specific needs of wealth managers. EAM.Technology brings its extensive technology and operational expertise, while VSV-ASG contributes its industry knowledge and the interests of its members to provide a holistic guide to support strategic technology decisions.

The study at a glance

The “VSV-ASG Technology Radar 2024” was designed to equip wealth managers with contextual knowhow and industry insights for their technology strategy. The primary objectives of the study include:

  • Demystify technology issues
  • Improve decision effectiveness
  • Reduce barriers to implementation
  • Provide a framework for essential requirements
  • Provide a comprehensive overview of vendors
  • Provide expert assessment and contextual understanding

Target audience

Aimed at portfolio managers and decision makers in independent wealth management, this study focuses on those who are aiming for and driving digital transformation and process optimisation within their organisations. It provides valuable insights and guidance for the following scenarios:

  • For wealth managers – replacement or acquisition of a new PMS & CRM: Guidance on the evaluation and implementation of new portfolio management and CRM systems within a broader strategic context.
  • For technology providers – positioning of their own product: Understand how the competitive landscape and market demand are evolving from an external view on the general product strategies and their challenges.
  • For banks – sharpen the bank’s value proposition: Strengthen the understanding of the wealth managers’ digital transformation journey and gain insights into the various stakeholders roles and current challenges.

Request your copy

Don’t miss out on the “VSV-ASG Technology Radar 2024” with detailed and in-depth expert analyses of key business processes and the positioning of the vendors according to their product strength.

The “VSV-ASG Technology Matrix” working document is available exclusively to VSV-ASG members at hhttps://www.vsv-asg.ch.

Disclaimer:
This material has been prepared for general informational purposes only. It should not be construed as professional advice and does not constitute a binding offer. Please consult your advisors for specific guidance.