Today’s investment market is more competitive than ever before. As such, to remain profitable and competitive, service providers face a set of difficult challenges. They must respond quickly to changing market conditions, deliver outstanding service to customers and meet increasingly stringent regulatory demands. Moreover, the notion of point-of-sale in the fund industry is increasingly becoming abstract for investors. In the past, an investor would visit a branch or a financial advisor’s office to purchase financial products. Digital platforms represent a new private banking service channel and empower clients with 24/7 access to comprehensive information about accounts, market insights and personalized tools and reports.
PCS has been in the heart of this business since 1992, providing investment companies with solutions that improve operational efficiency, mitigate financial risk, reduce costs and address clients’ needs in an easier and more convenient way.