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The Digital Tools Boosting Productivity In Investment Banking

The Digital Tools Boosting Productivity In Investment Banking
Banks, Insurance & Financial Services

Using advanced analytics, investment banks can improve accuracy, security and efficiency with strategies from PSFK’s Digital Banking Playbook

PSFK Labs
  • 23 april 2018

In the fast-paced world of investment banking, staying ahead of the competition requires advanced analytics, a coordinated team and a superior client experience. For our Digital Banking Playbook in collaboration with Microsoft, PSFK Labs defined four areas for investment banks to focus on improving their services.

Client Centricity

  • Provide personalized experiences by transforming customer data into next-best actions, ensuring long-term client relationships
  • Put the client at the heart of everything with a 360-degree view of their needs

Banker Productivity

  • Offload preliminary research and modeling responsibilities to machine learning technologies to reduce computational times and make better use of staff time
  • Build a mobile workforce by offering employees secure access to real-time information from any device
  • Encourage inter-departmental collaboration via cloud-based workstream platforms, which share up-to-the-minute information to expedite document preparation, compliance review and regulatory approval

Advanced Risk Analytics

  • Invest in cloud-based risk compute capacity to improve modeling accuracy and evaluate risk more efficiently
  • Create omnipresent, simplified dashboards that help teams monitor risk exposure in real time and incorporate risk analytics as part of their everyday activities

Regulatory Compliance

  • Migrate computational systems to the cloud to protect client, transaction and institutional data
  • Analyze current internal data-sharing systems and determine which steps are most vulnerable to threats; compartmentalize these areas to create an infrastructure that responds more quickly without compromising the entire operation
  • Reduce the compliance burden by analyzing internal and market data on an ongoing basis, in order to identify fraud patterns and offer enhanced security through real-time fraud analytics

The Digital Banking Playbook, presented in partnership with Microsoft, highlights how digital tools can augment a financial institution’s ability to optimize operations and reinvigorate the client experience. Download the free report here.

In the fast-paced world of investment banking, staying ahead of the competition requires advanced analytics, a coordinated team and a superior client experience. For our Digital Banking Playbook in collaboration with Microsoft, PSFK Labs defined four areas for investment banks to focus on improving their services.

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