Under Margin Pressure: Using Technology to Reduce Costs and Generate Revenue

In today’s rapidly evolving landscape, asset and wealth management firms are grappling with unprecedented margin pressure. Intense competition from low-cost alternatives and the disruptive entry of FinTech players are squeezing revenue margins and challenging traditional business models. Regulatory demands for fee transparency and compliance, such as MiFID II, add another layer of complexity, diverting resources from revenue-generating activities and posing risks of fines and reputational damage.

To help firms navigate these turbulent waters, Liqueo is proud to present our new series, “Under Margin Pressure.” This series provides actionable insights and strategies to alleviate fee compression while boosting revenue and operational efficiency.

Our first installment delved into the critical role of data in achieving alpha through market data cost optimisation. You can access this here.

Now, we are excited to introduce the second installment: Under Margin Pressure: Using Technology to Reduce Costs and Generate Revenue

In this edition, we explore how digitalisation can serve as a powerful tool for asset and wealth management firms to:

• Reduce Operational Costs: Leverage automation and advanced technologies to streamline processes and cut costs.
• Generate New Revenue Streams: Use digital tools to enhance client experiences, meet evolving investor expectations, and offer value-driven services.
• Stay Competitive: Adapt to the rapidly changing market dynamics and maintain a competitive edge by embracing technological innovations.

Understanding the profound impact of digitalisation is crucial for any firm looking to thrive in an environment of fee compression and increased competition.

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