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.

Forrester, The Digital Wealth Management Platforms Landscape, Q4 2023, By Vijay Raghavan with David Hoffman, Sohm Gough, Sara Sjoblom, Arianne Burnette, 1 November 2023


About Forrester

Forrester (Nasdaq: FORR) is one of the most influential research and advisory firms in the world. We help leaders across technology, customer experience, digital, marketing, sales, and product functions use customer obsession to accelerate growth. Through Forrester’s proprietary research, consulting, and events, leaders from around the globe are empowered to be bold at work — to navigate change and put their customers at the centre of their leadership, strategy, and operations. Our unique insights are grounded in annual surveys of more than 700,000 consumers, business leaders, and technology leaders worldwide; rigorous and objective research methodologies, including Forrester Wave™ evaluations; more than 100 million real-time feedback votes; and the shared wisdom of our clients. To learn more, visit Forrester.com.


About Profile

Founded in 1990, Profile is a specialised software solutions provider with offices in key financial centres and a presence in 50 countries across Europe, the Middle East, Asia, Americas and Africa, delivering market-proven solutions to the Investment Management and Banking industries. Profile is recognised as an established and trusted partner by international industry specific advisory firms. Profile’s solutions enable organisations to align their business and IT strategies, whilst providing the necessary business agility to proactively respond to the ever-changing market conditions.

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For more information, please contact: Profile – Marketing Dept: E: marketing@profilesw.com