Profile Software identified as key vendor in the Forrester Digital Wealth Management Platforms Landscape, Q4 2023 report

Profile, a leading international financial solutions provider, announced today that it has been included as a key vendor in the prestigious Digital Wealth Management Platforms Landscape, Q4 2023 report by Forrester.

According to Forrester, “77% of business and technology pros at financial services firms said that improving CX will be a high or critical priority for their firm in the coming year. Key actions those leaders are taking include improving omnichannel/cross-channel CX (33%); creating a single consistent view of customers for all front-office employees (23%); and leveraging emerging technologies for customers to engage with (25%).”

Profile Software’s Axia Suite is an omni-channel Wealth Management platform that provides a unified and personalised user experience across all channels, improves front-office operations, and leverages cutting-edge technologies to deliver an exceptional customer experience.

“The recognition of Profile Software in Forrester ‘s Digital Wealth Management Platforms Landscape report underscores our unwavering dedication to innovation and excellence,” said Profile Software CEO Evangelos Angelides. “Our well-established solution, selected by renowned institutions globally, is developed with a clear mission, to help institutions deliver exceptional customer experience to their clients.”

Forrester’s Landscape report sheds light on how digital wealth management platforms can transform customer experiences, client acquisition, and advisor empowerment. It serves as a guide for wealth management professionals, assisting them in vendor selection, understanding value propositions, and exploring market differentiators.