What are the client demands regarding technology? What are the expectations? - Damian Hitchen

Damian Hitchen of Swissquote

Apr 16, 2019

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1. What are the client demands regarding technology? What are the expectations?

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1. What are the client demands regarding technology? What are the expectations?

First and foremost, client demands are to be able to see their portfolio investments when they want to, at their preferred delivery channel. What do I mean by that? And if they speak to their RM or EAM, relationship manager it doesn't take them a week to come back with a portfolio evaluation. Because I think the minimum expectation is information. How that moves on from information to execution I think will differ from shop to shop but the minimum expectation and requirement of technology is data and information.

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