Wealth Management – Enriching Service with Every Contact

For those Wealth Management firms focused on high net worth individuals and family offices, “high-touch relationships” are and will remain a cornerstone of the business.  Many of those firms serving clients with $1M and preferably greater than $5M in investable assets are presently setting course to cross the chasm into extending their touch with digital and multi-channel capabilities.…

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Wealth Management – What do you know about your clients?

Successful Wealth Management firms, those exclusively serving high-net-worth clientele, consistently and completely ‘know their clients’.  Personal relationships and trust are the pillars on which the industry is built.  That is not going to change.  However, forward-looking organizations are trying to understand how to complement their relationship-driven service model with a digital...

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Enterprise Collateral Management (ECM) and Business Process Management (BPM), a Perfect Match

Many are closely watching the changing landscape of collateral management, especially due to implications within Dodd-Frank, EMIR and Basel III.  It is these three important reforms that added the E (for Enterprise) to the Collateral Management landscape.  The good news is that robust managed services and tools will rapidly come to market to help both buy-side and sell-side organization and...

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Phone: 312-602-4000
Email: marketing@westmonroepartners.com
222 W. Adams
Chicago, IL 60606
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