With the commoditisation of the cost bases profitability of the financial intermediation and asset management industry has been declining. Change in demographics of clients coupled with new digital options such as robo-platforms and new regulations combine to completely change the playing field. The industry has moved towards digitally-led hybrid advice and execution, differentiated for client experiences.

While brokers and asset managers will still be critical for many customers seeking independent advice and execution, remaining truly relevant in the new, digitised ecosystem requires incumbents to reinvent themselves to prepare for the future: digitally sophisticated, focusing more on strategic risk advice and delivering the transparency and control today’s customers need.

PiSight has developed solutions for the industry to meet the challenges or opportunities posed by today’s digital world and to take a new customer centric approach to client relationships.

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