While the digital transformation of financial services has been constant, the effect of COVID-19 has quickened the pace. This whitepaper provides a look at:
- Successful execution of technology initiatives is now critical to the success of financial institutions. Firms’ sales and trading divisions may experience a loss of market share if they fall behind the market technology standard.
- While developing new tools and applications, firms should be cognizant of utilizing market data, incorporating client information, maximizing workflow efficiency, and ensuring salesforce engagement and adoption.
- There is a growing need for the continuous assessment and build of governance frameworks to ensure proper channels are in place for the salesforce to provide feedback and identify areas for improvement for their tools and applications.
- Due to COVID-19, the transition to remote working reshaped sales and trading technology strategy, accelerating its outlook and capability.
To learn more, download this whitepaper and visit our Capital Markets industry page.