The Covid-19 pandemic shone a light on ongoing challenges and weaker areas of the wealth management industry in the UK. While much of the response was focused on the disruption to the adviser-client relationship, the impact in fact ran much deeper - testing the operational, infrastructural, and technological set up of UK wealth management businesses.
In the second quarter of this year, The Wealth Mosaic ran a series of qualitative research interviews with executives in the UK wealth management sector on behalf of Blue Prism looking into the topic of automation and efficiency in their businesses. Overwhelmingly, the research highlights that while firms are pushing for increased business efficiency, and firms are active across a wide variety of specific areas of their businesses to deliver this, a true understanding of automation to support their goals is not yet embedded in their thinking. Firms are focused more on solving the business challenges they have in front of them now. No surprises, perhaps, but they are potentially missing an opportunity.
In this live webinar, The Wealth Mosaic’s Co-Founder Stephen Wall hosted Nigel Armstrong, Senior Account Director and Head of Wealth and Asset Management Solutions, UK&I, at Blue Prism, and Ian Woodhouse, Lead Wealth Management Transformation and Thought Leader for Europe, Accenture. The panel discussed the topic across the main themes in the research – business goals, business efficiency, automation and growth and technology.
Becoming an agile enterprise means operating as a seamless mix of digital workers, human workers, and systems dynamically automating processes everywhere from the back office to the customer experience. You can do this with Blue Prism's intelligent digital workers that are versatile, autonomous, self-organizing, and secure. As a result, you gain better insight and control over the work, create new and transformative ways to operate, and empower people to focus on work that truly matters.
©2021 Blue Prism Limited. “Blue Prism”, the “Blue Prism” logo and Prism device are either trademarks or registered trademarks of Blue Prism Limited and its affiliates. All Rights Reserved.
If your network blocks YouTube, you may not be able to view the video on this page. In this case, please use another device. Pressing play on the video will set third-party YouTube cookies. Please read our Cookies Policy for more information.