WMA Summit 2016

Global wealth management industry has been booming with the growth in HNWI wealth and population. However, this growth does not come without it’s associated challenges – increasing regulatory requirements; customers demanding improved services and better products; and rise in competition! Wealth management firms are responding to these changes by updating their business models and re-thinking their long-term, operational strategies.They are leveraging technology platforms that improve communication with HNWIs; enhance client experience across online platforms and are also moving away from traditional client reporting tools towards enhanced tools that better enable advisors.

Dion has been supporting wealth management firms across UK for over 20 years. Our technology solutions enable our customers to improve their business efficiency and scale AUM quickly. Our wealth management solution (Invantage) caters to the entire business process, from front to back. Invantage is a modular solution that seamlessly integrates with our customers’ business. For more insight into our wealth solutions, visit our Solutions section. For those attending the next WMA Summit on 9th November in London, come and meet our technology experts at our booth for a more detailed discussion.