A-Team Insight Blogs

JHC Helps Wealth Managers Move into the Digital World with Digital Wealth Platform

Share article

Wealth management firm JHC Systems (JHC) has released Digital Wealth Platform, a product and service allowing firms to digitise key processes with a view to improving efficiency and end user experience, while giving wealth managers more to time to focus on client relationships and retention.

Digital Wealth Platform combines a centralised database approach with a modular offer covering mission critical data, processes, people, activities and offices, and allows all aspects to function as one. The platform can be used as a foundation on which firms can build a digital ecosystem using JHC or third-party solutions.

JHC has worked in the wealth management sector for over 25 years, racking up clients including Davy, Charles Stanley, LGT Vestra and Societe Generale Securities Services. It acknowledges a recent PwC report, Sink or Swim: Why wealth management can’t afford to miss the digital wave, that states: “Wealth management stands today as one of the least tech-literate sectors of the financial services industry, and is falling well behind non-financial services industries – a status that is threatening its survival.”

Edward Lopez, chief revenue officer at JHC, says: “We have seen this first hand so we know that wealth managers need to build from the ground up, making sure that they have the bare necessities in place first. The Digital Wealth Platform provides firms with a solid foundation from which they can start thinking about leaping into the future.”

Leave a comment

Your email address will not be published. Required fields are marked *

*

Related content

WEBINAR

Upcoming Webinar: Data lineage – how to ensure you can deliver the right information, to the right people, at the right time

Date: 10 October 2019 Time: 10:00am ET / 3:00pm London / 4:00pm CET. Data lineage is critical to digital transformation, business decisions and regulatory compliance. It is also difficult to implement at scale, not only because large quantities of data across numerous systems must be inventoried and tracked, but also because the data is not...

BLOG

Don’t Believe the Hype

Wading through the hysteria to find an intelligent approach to AI By: Andrew Kouloumbrides, CEO of Xceptor. Having started its humble beginnings as a device to denote either a utopian dream or a dystopian nightmare in Sci-Fi novels, artificial intelligence (AI) is now well and truly finding practical applications and showing no signs of abating....

EVENT

Data Management Summit New York City

Now in its 8th year, the Data Management Summit (DMS) in NYC explores the shift to the new world where data is redefining the operating model and firms are seeking to unlock value via data transformation projects for enterprise gain and competitive edge.

GUIDE

Entity Data Management Handbook – Fifth Edition

Welcome to the fifth edition of A-Team Group’s Entity Data Management Handbook, sponsored for the fourth year running by entity data specialist Bureau van Dijk, a Moody’s Analytics Company. The past year has seen a crackdown on corporate responsibility for financial crime – with financial firms facing draconian fines for non-compliance and the very real...