Scaling asset servicing through automation

Asset servicing volumes are rising by more than 25% globally while budgets and automation levels decline. Firms must deliver more, faster, and with greater accuracy amid growing operational complexity.

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A data-driven look at the future of asset servicing

“Broadening Asset Servicing today” is a whitepaper that explores how organizations can adapt to asset servicing challenges and build smarter, more resilient operating models. It is based on an industry survey we conducted last year in collaboration with The ValueExchange and ISSA, which gathered responses from more than 270 industry experts. It reveals why automation rates are falling, how data quality issues now drive up to 67% of asset servicing errors and costs, and what firms can do to rebuild transparency and trust across the ecosystem.

This whitepaper also focuses on the real‑world pressures facing custodians, brokers, investment managers, and market infrastructure providers. It provides practical, forward‑looking guidance to help firms modernize asset servicing operations and respond to rising complexity with greater confidence and efficiency.

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Download Broadening Asset Servicing today

As the industry enters a new phase of growth, automation is no longer optional, it’s essential. This whitepaper outlines the operational pressures, data challenges, and transformation opportunities shaping the next era of asset servicing, with a clear focus on how firms can achieve scale intelligently.