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68%
of financial services companies have developed a digital transformation strategy vs. 63% of all organizations.
Source: BDO's Digital Transformation in Financial Services
83%
of financial services company cite improving investor experience as their top focus over the next 18-24 months.
Source: BDO's Digital Transformation in Financial Services
Zephyr’s financial services solution accomplishes two important objectives for wealth managers and financial advisors; the means to realize client goals while managing risk, and the ability to create custom, high-value experiences to maximize and sustain client investor relationships.
Digital Transformation and Zephyr’s Cloud-Based Solution
Zephyr has become one of the most important technology platforms for wealth management firms, trust officers and advisors interested in transforming their business through digital integration and and shared technology connections. From optimizing how data is retrieved and shared, to building creative reports and professional presentations that engage each client’s interests and enhances investor experience, Zephyr achieves results.
2022 AND BEYOND: HOW DIGITAL DISRUPTION IS SHAPING THE FINANCIAL SERVICES INDUSTRY
EXPERIENCE ZEPHYR:
LEAD. PROSPER. SUCCEED
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