We work with industry leaders with offices around the world as well as businesses with fewer than 10 staff in one location.
As a result, we know the challenges this sector faces:
We have worked with multiple clients to help them address these challenges. We have summarized our thoughts on how Wealth Management Service Providers can use Digital Transformation to compete and win.
Click here for a copy of our White Paper on Digital Transformation for Wealth Managers.
Wealth Managers want holistic solutions that integrate with existing systems. For example, we have integrated Laserfiche with industry systems including Microgen 5Series, Viewpoint and Touchstone NavOne to automate key business processes.
“We find that Laserfiche is a very reliable system. We have good communication with MBS to help solve any issues that might appear. We have also integrated Laserfiche with many different applications including Microsoft products, our Time Management System, Intermediary Portal, Client Portal and HR System. I therefore recommend Laserfiche and MBS without reservation.”
David Humphrey, Global Application Manager, Intertrust
Collaborating with colleagues, clients and partners around the world can be challenging. MBS has helped several Wealth Management Service Providers deliver video-conferencing solutions that are now fundamental to their success.
Click here to read how Equiom uses Lifesize video-conferencing to manage its 21 offices worldwide.
“MBS provided excellent and valuable support to IQE in helping us synchronise our database integrations and deploy Laserfiche’s automated workflows. This has enabled the business to free up staff resource so that IQE can focus on our client relationships and deliver the highest standards of service.”
“We have been using Laserfiche extensively to reduce our reliance on paper records and worked closely with MBS when drafting our Information and Records Management Policy. Our own in-house IT team provide Laserfiche support with assistance from the MBS team if required. The level of service we receive from MBS is always of a high standard and we have a good rapport with the MBS Team. I would certainly recommend MBS.”
“The ability to bring people together from around the world in one meeting has had a massive impact.”