With more than 92% of
advisors & clients using
smartphones, apps,
e-Signatures & automated
workflows will greatly
improve the client/advisor
relationship.

Wealth Management

Wealth Management and Broker Dealers are adopting technology at an increasing rate. The primary factors driving the acceptance and implementation of new technology for those in the Wealth Management business and broker dealers is the confluence of expanded compliance requirements along with advancing mobile applications.

The most practical objective is to improve processes and workflow. Productivity gains along with improving client communications are the primary objective. With more than 92% of advisers and clients using smart phones, the shift to improved applications, e-signatures, and automated workflows will greatly improve the client/adviser relationship.

More advisers are looking to third party software and service providers who can leverage technology assets. With the proliferation and fast changing nature of tech products and services geared to the advisers the move to outsourcing will continue to gain momentum.

More and more Wealth Management companies are outsourcing the management of information processing and information delivery. The main objective is to focus on their core responsibilities of:

  • Investment advice
  • Portfolio Management
  • Market analysis and risk assessment

Therefore the best use of wealth management firm’s resources is to integrate best in breed solutions from third party services and products. The deepening complexity of applications along with the rapid adoption of technology and “Apps” at the investor level is accelerated the outsourcing trend.

The most significant impact of mobile device usage is financial adviser and staff productivity followed closely by improved client communications. The days of simple paper based communications are becoming a communications medium of the past. We have entered the era of omni-channel communications to advisers and investors alike.

Bridging the Communications Gap Between Investors & Advisors

white paper on the benefits and obstacles to outsourcing and how to develop an effective relationship with an outsourcer
Wealth managers are looking for solutions, which provide a cohesive approach to insure compliance, address the integration of multiple communications platforms, share critical information across the enterprise and most importantly improve customer communications.

This exclusive white paper looks at:

  • Meeting each investors communication preference
  • Building trust through technology
  • Enabling systems to communicate in today’s language
  • Bridging the communications gap
  • CEDAR’s value to wealth managers

CEDAR offers a Comprehensive Customer Communication Platform delivered as a configurable set of services specifically configured to meet our clients’ needs and maximize return on investment. From core document composition, document content management, multi-channel delivery (Email, Print and Mail, website, mobile, text, fax) and response management to document archive capabilities CEDAR delivers the capabilities companies need to bridge the gap between core systems and the ideal customer experience. Our tools put the business in control of document and communication content changes and take the strain off taxed IT resources by providing all necessary support before, during, and after project implementation.


Questions? Use the buttons below, call (770) 395-5060 or email us at sales@cedardoc.com.