The latest report, produced in partnership with Rimes, examines how insurers and asset managers are reshaping their technology, data, and operating models to deliver truly client-centric outcomes. Drawing on insights from leaders at Just Group, Scottish Widows, Loomis Sayles, and Rimes, it explores how firms are modernizing processes, aligning culture and governance, and deploying smarter data strategies to meet rising client expectations in an increasingly complex investment environment.

The discussion highlights the growing role of advanced analytics, automation, and AI in simplifying workflows, enhancing data quality, and enabling scalable service models. It also investigates the practical challenges of managing both liquid and illiquid asset classes, navigating data silos, and balancing in-house versus outsourced solutions.