Digital Transfer Agency Turbocharges the Asset Management Industry’s Transformation

If asset managers are to win wealth management and retail mandates and launch a new generation of digital products, then they need to achieve operational efficiencies and embrace innovative technologies. As more buy-side firms look to future proof their businesses, demand for digital transfer agency (TA) solutions is only going to increase, as Larissa Sototskaya, Global Head of Transfer Agency and Collective Investment Schemes, Investor Services, Citi, explains.

Leveraging new-generation technology systems which are scalable and customizable will be critical if the asset management industry is to grow its market share moving forward.