Shoreline Shoreline

Digital & Technology

Digital transformation means many things to many people. Getting it right for your business can be complex, but the rewards are great. We help asset and wealth managers across the region to define and execute successful digital transformation initiatives.

Amidst increasing regulatory pressure, risk of disruption from technology firms and the growth in scale and complexity of data, embedding a culture of innovation and identifying the optimal solutions can create a marked opportunity for asset & wealth managers to differentiate their client offering.

What we do

  • Design the technology platform future state required to support a firm’s strategic intent and business objectives and develop a plan / roadmap for implementation
  • Assist clients in defining the technology capabilities (people, process, systems) required to compete, including better leveraging traditional and advanced technologies
  • Help our clients solve front office platform architecture challenges by assessing the merits of enterprise, best-of-breed, and hybrid solutions
  • We help make the case and define a digital strategy which aligns to the broader business strategy

Reach out to see how we can help with –

  • Technology strategy, enterprise architecture, and implementation roadmap formulation
  • Digital strategies and assessment of new advanced technologies
  • Technology application portfolio assessment and lifecycle planning
  • Investment system reviews and sourcing
  • Front / middle / back office solution integration

Explore Capabilities