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Advisory Insights

MMI Advisory Insights featuring Archer’s Jessica Frost, Jon Anderson, and Bill O’Toole

November 14, 2023

Data, performance and personalization: New ways technology is driving growth for asset managers 

Investment managers seeking growth have been focused on various aspects of digital transformation for years. Today’s asset managers are leveraging technology to offer personalized investments, get the most out of their data, and better understand investment performance. In this video, Archer’s Head of Client Experience Jessica Frost talks with Jon Anderson, Senior Business Analyst, and Bill O’Toole, Senior Account Executive, about the evolution of technology and how asset managers are maximizing it to grow their business. *Content recorded in the Fall of 2023.