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State Street Global Services

机译:道富环球服务

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摘要

Rising operating costs represent a steep challenge for today's wealth management firms, with technology costs being a major driver behind this trend. Faced with the imperative to boost investment returns in a volatile environment and expand client services, managers must also address the competing need to curb the serious mismatch between costs and revenues. As a result, a growing number of firms view outsourcing as an effective, strategic solution that enables them to contain costs - particularly those associated with technology - at the same time they devote attention to core client functions.
机译:对于当今的财富管理公司而言,不断上升的运营成本构成了严峻的挑战,技术成本是这一趋势的主要推动力。面对在动荡的环境中增加投资回报和扩大客户服务的迫切需要,管理人员还必须解决竞争激烈的需求,以遏制成本与收入之间的严重不匹配。结果,越来越多的公司将外包视为一种有效的战略解决方案,使他们能够控制成本(尤其是与技术相关的成本),同时他们将精力集中在核心客户功能上。

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