Commissioned by the Swiss Association of Wealth Managers (SAM), the “Technology Radar 2024” by EAM.Technology delivers a comprehensive and actionable analysis of the current system landscape within the wealth management industry. This close collaboration ensures that the study offers not just theoretical concepts but concrete solutions tailored to the specific needs of wealth managers. EAM.Technology brings its extensive expertise in technology and operations, while the SAM contributes its industry knowledge and the interests of its members, delivering a valuable guide to support strategic technology decisions.
In Cooperation with Swiss Association of Wealth Managers
What is it about
The “Technology Radar 2024” was designed to equip wealth managers with robust decision-making tools for selecting and implementing the right technologies. This study aims to decode complex technical topics, reduce implementation barriers, and offer clear guidance. The primary objectives of the study include:
- Demystifying technical topics
- Improving decision-making effectiveness
- Reducing implementation barriers
- Providing a framework for basic requirements
- Creating a comprehensive overview of providers
- Offering expert assessments and contextual understanding
Who’s the study for
Tailored for portfolio managers and decision-makers in independent wealth management, this study focuses on those driving digital transformation and process optimization within their organizations. It provides valuable insights and guidance for the following use cases:
- Acquisition of a new PMS & CRM: Guidance on the selection and implementation of new portfolio management and CRM systems.
- Replacement of existing PMS & CRM: Guidance on the evaluation and replacement of existing systems.
- General interest in staying informed: Insights into the latest developments and trends in technology.
Reserve your copy
Don’t miss out on the “Technology Radar 2024,” featuring a detailed provider matrix, in-depth expert analyses, and practical frameworks to enhance your daily operations. Request your copy today and gain tailored insights into optimizing your organization’s technology strategies.
Additionally, we offer individual presentations and discussions of the study results, providing a comprehensive understanding tailored to the specific context of your organization and its ongoing initiatives, available upon request.