转换到一个新的金融服务提供商可能是一个令人望而却步的前景，但我们的研究表明，围绕技术和可扩展性的优先事项越来越驱使管理者进行更换。
我们在2023年对资产管理者进行的调查揭示了影响他们决定转向新金融服务提供商的因素。它显示了不断变化的优先事项是如何促使管理者做出改变。
35%的受访者表示，更好的技术将是转向新合作伙伴的主要驱动力——这比我们上次在2020年进行调查时增加了9%！同样值得注意的是，超过三分之一的投票者，即37%，将不可靠的服务标记为另一个转换的驱动力。
Transitioning to a new financial services provider can be a daunting prospect, but our research indicates that priorities around technology and scalability are increasingly driving managers to switch.
Our survey of asset managers in 2023 uncovered the factors influencing their decisions to shift to a new financial services provider. It reveals how evolving priorities are prompting managers to make a change.
35% said that better technology would be a main driver of moving to a new partner – a 9% increase from 2020 when we last undertook the survey! It was also telling that 37% of voters, more than a third, flagged unreliable service as another driver to switch.
以下六项理由是客户更换金融服务提供商时重点考虑的：
单一来源提供商
67%的管理者更喜欢能满足他们所有需求的合作伙伴提供的单一来源解决方案。
全球可扩展性
最佳合作伙伴能够在全球范围内扩展，并适应不同国家的法规、税收、基金和文化。挑战在于在不同地区提供一致的服务。
严格的合规和治理流程
每年都要求展示强大的合规和网络安全流程变得更加紧迫。最佳提供商应能明确展示内部监督措施的强度和全公司范围的合规文化。
技术进步
新技术是关键的选择因素。提供商应证明他们能够满足投资报告和数据传输的新需求，拥有可靠的系统和网络安全。他们还应向投资者提供透明和增值服务。
公司秘书、外汇和银行解决方案的范围
任何现代金融服务提供商都应提供全面的公司秘书、法定合规、外汇和银行账户管理服务。
多司法管辖区存在
对于资产管理者来说，越来越重要的是要依靠服务提供商在多个国家本地运营的存在、本地专业知识和智慧。
APEX 集团的业务覆盖全球。我们的团队以客户为中心， 通过全球112个办公室的13,000多名员工为客户提供本地服务和跨司法管辖区的服务。通过辛勤地工作成功实现前所未有的增长和转型。
Consider these 6 reasons when changing financial service providers:
A single-source provider
67% of managers prefer single-source solutions from partners who can meet all their needs.
Global scalability
The best partners can scale globally and adapt to different countries’ regulations, taxes, funds, and cultures. The challenge is to scale with consistent service in diverse territories.
Rigorous compliance and governance processes
The demand to demonstrate robust compliance and cybersecurity processes have become more intensive each year. The best providers should be able to demonstrate explicitly the strength of internal oversight measures and a business-wide culture of compliance.
Technological advancements
New technology is a key selection factor. Providers should show they can meet the new demands of investment reporting and data transfer, with reliable systems and cybersecurity. They should also offer transparent and value-added services to investors.
Range of corporate secretarial, foreign exchange, and banking solutions
Any modern financial services provider should offer a comprehensive range of corporate secretarial, statutory compliance, foreign exchange, and bank account management services.
Multi-jurisdictional presence
It is increasingly important for asset managers to count on their service provider’s presence, local expertise, and wisdom gained from operating locally across multiple countries.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard working team has successfully delivered on an unprecedented growth and transformation journey and we are now represented by over circa 13,000 employees across 112 offices worldwide.