Read Blog Post

Read Blog Post

Contributed on September 29, 2019

734

536

A Practical Guide to Digital Transformation in Wealth Management

Blog: Solitaire Consulting Blog

Solitaire Consulting works very closely with MBS and is delighted to be supporting their seminars in the Channel Islands this October. These free to attend events are aimed at Wealth Management professionals who are interested in better using technology to transform and improve their businesses.

The Wealth Management sector is changing rapidly, driven by a range of factors including rising client demands, regulatory requirements and mergers and acquisitions. Technology promises much to help – but what works?

MBS work with over 300 clients operating in 40 countries to deliver tangible improvements in business performance through proven, leading technology solutions in practical steps – real Digital Transformation. 

October’s workshops will include presentations and demonstrations from leaders in the technologies MBS represents:

• Laserfiche,
  which has won the WealthManagement.com Award for ‘Best Document Management
  System’ for 4 out of the last 5 years with proven process automation
  capabilities
• DocuSign,
  the
  world’s #1 electronic signature system, with use in the sector growing
  exponentially
• Lifesize,
  an
  award-winning videoconferencing system used widely in the sector.

If you would like to see a practical guide to Digital Transformation, please join us by using the links below to register.

Jersey Event

Guernsey Event

Both events start at 9.30am and will be finished by 2.30pm, which includes lunch and an opportunity to spend time with professionals from MBS and their partners.

Solitaire Consulting has been working with MBS for several years, supporting their clients implementing MBS technologies, including Laserfiche, the leading document and content management system.

Solitaire Consulting provide services before, during and after a digital transformation project to ensure your business achieves the desired outcomes and benefits from your investments in technology.

The post A Practical Guide to Digital Transformation in Wealth Management appeared first on Solitaire Consulting Limited.