BMO Wealth Administration Selects FactSet as Main Market

BMO Wealth Administration Selects FactSet as Main Market

NORWALK, Conn., Jan. 26, 2023 (GLOBE NEWSWIRE) — FactSet, a world monetary digital platform and enterprise options supplier, immediately introduced that it has been chosen as the first market knowledge supplier for BMO’s Wealth Administration division.

FactSet is deploying its trendy, versatile Advisor Workstation to BMO Wealth Administration professionals throughout Canada to help its digital transformation aims.

The implementation equips advisors with FactSet’s industry-leading content material and analytics inside a complete and intuitive web-based interface that enhances BMO Wealth Administration’s broader know-how ecosystem to drive advisor productiveness and consumer engagement efforts.

The expanded relationship with BMO represents one other important win within the wealth administration sector, and confirms FactSet’s technique to ship versatile, sturdy, and differentiated options that energy our shoppers’ digital transformation journeys throughout their wealth enterprise.

“Our collaboration with BMO demonstrates how FactSet’s options allow enterprise-wide digital transformation and reinforces our dedication to the Canadian market,” mentioned Goran Skoko, Government Vice President, Head of Analysis and Advisory Options at FactSet. “We’re thrilled to work with BMO, who’s dedicated to implementing new applied sciences that can improve communication, effectivity, and the advisor expertise, and drive improved buyer outcomes.”

“We’re happy to work with FactSet to assist drive progress in BMO Wealth Administration’s digital transformation journey. Collectively, BMO Wealth Administration’s professionals shall be geared up with the applied sciences to ship enhanced consumer engagement and experiences,” mentioned Bruce Ferman, Chief Operations Officer, BMO Personal Wealth.

For extra info on FactSet’s wealth options, go to: Wealth Administration Companies | Wealth Administration Software program | FactSet

About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) helps the monetary neighborhood to see extra, suppose greater, and work higher. Our digital platform and enterprise options ship monetary knowledge, analytics, and open know-how to over 7,000 world shoppers, together with over 180,000 particular person customers. Purchasers throughout the buy-side and sell-side in addition to wealth managers, non-public fairness corporations and firms obtain extra each day with our complete and linked content material, versatile next-generation workflow options, and client-centric specialised help. As a member of the S&P500, we’re dedicated to sustainable development and have repeatedly scored 100 on the Human Rights Marketing campaign® Company Equality Index and been acknowledged amongst the Greatest Locations to Work in 2023 by Glassdoor as a Glassdoor Workers’ Selection Award winner. Be taught extra at and comply with us on Twitter and LinkedIn. 

About BMO

Serving prospects for 200 years and counting, BMO is a extremely diversified monetary companies supplier – the eighth largest financial institution, by property, in North America. With whole property of $1.14 trillion as of October 31, 2022, and a staff of numerous and extremely engaged workers, BMO offers a broad vary of non-public and industrial banking, wealth administration and funding banking services to 12 million prospects and conducts enterprise by means of three working teams: Private and Business Banking, BMO Wealth Administration and BMO Capital Markets.

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BMO Wealth Administration Selects FactSet as Main Market