Investing in You
With today’s turbulent economic climate, wealth and asset management are at top of mind for our client’s and their investments. Apex’s Investment Management industry team understands the forces driving both regulatory and economic changes and works with our clients to ensure their workforce has the right skillsets that enable better business practices. We support all units of business including investment management, private wealth management, advisory services, asset management, sales and trading, investment and market research, back office operations, client services, compliance and risk management, reporting and analysis, as well as trade operations and support.
Think Mobile First
Mobile banking pervasive and seeing a huge growth in demand for mobile features like mobile app/ATM withdrawals, budgeting and custom bill pay events.
Advise with AI
AI adoption is spreading across the Wealth and Investment Management industry to assist clients and advisors with portfolio optimization, success prediction, and smart assistants.
Connect with FinTech
Investment services must be available via web and mobile applications and also seamlessly integrate with 3rd party digital and data services like personal finance and budgeting.
Secure Data & Transactions
Fraud detection and cybersecurity is top of mind for investment services supported by features like biometric authentication or secure transactions supported by blockchain.
Personalize the Experience
Customers demand an intuitive and frictionless journey with content that is personalized specifically for their needs like custom dashboards and voice recognition.
Chip has had sustained sales success within strategic accounts and has grown the investment management industry on a national basis, understanding how market trends affect the industry and proactively providing solutions to meet clients' needs.