Asset, Wealth and Pensions
We have a thirty-year track record of delivering expert solutions for the Asset, Wealth and Pensions industry, working with around 70% of the investment management market to transform the investor journey across every channel, with compliance as a default.
Asset, wealth and pensions at a glance
Digital transformation with regulatory compliance
Our sector knowledge helps us understand the key challenges our AWP clients face, whether that’s digital transformation, investor engagement, or gaining control of your customer data.
We understand there isn’t a one-size-fits-all solution to your challenges. That’s why we tailor our future-proofed products and services to meet your needs, underpinning them all with total compliance with all relevant regulations and industry standards on a global basis.
Take a look below to see how we can help your business.
How we support the asset, wealth and pensions industry
Digital transformation
Most of our AWP clients are on a digital transformation journey, with some further down the road than others. We use the latest technology to create new processes or modify your existing technology to meet changing business and market requirements, giving you better customer experiences and improved efficiency.
Communication management
AWP businesses face a number of challenges when it comes to communicating with their customers, including a lack of data or recorded consent, differing investor demographics or legacy technologies. We’ll help you get a grip on your communications and deliver them across jurisdictions in the formats your customers need.
Support services
We provide a wide range of business-critical support services to clients in the AWP sector. This capability includes voting services, archives and portals, and ad hoc marketing campaigns that ensure your brand and message are delivered perfectly, with a brilliant customer experience across territories and regions.
Our clients
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Want to find out more?
Our team is here to help. Get in touch with a Paragon expert today to discuss your specific needs and explore how we can empower your customer interactions.
