The Tipping Point for Asset Management Operations

This comprehensive study of 250 asset management firms reveals an industry at a critical tipping point: while transaction volumes will surge 39% in two years, 79% of firms already struggle with current volumes and 57% still rely on spreadsheets.

This disconnect creates measurable risks to operational efficiency, scalability, compliance, and profitability.

Don’t let complacency cost you more than it already has.

Download this interactive report for a detailed analysis of the full survey results, and to discover how leading firms are transforming their reconciliations from a back-office burden into a strategic advantage—and how you can too.

Description

The Tipping Point for Asset Management Operations

Why Legacy Systems Are Holding Firms Back

The asset management and capital markets industry is at a tipping point. Transaction volumes are rising, regulations are tightening, and legacy reconciliation processes are struggling to keep up. Automation is no longer optional—it’s essential.

This AutoRek industry survey reveals a troubling reality:

79% of firms say reconciliation is a major operational challenge
85% acknowledge the need for automation, yet many still rely on spreadsheets and legacy systems
39% expect transaction volumes to surge, yet their current infrastructure is already under strain

Key Findings: Why Firms Must Modernize Reconciliation Now

Operational Strain: 57% of firms still rely on spreadsheets or a mix of in-house and legacy systems for reconciliation
Data Bottlenecks: 79% of firms report struggling to manage rising data volumes
Regulatory Pressures: 75% expect stricter regulations will create significant operational challenges
Manual Burdens: 36% say manual processes are a top challenge in their daily operations
Automation Gaps: While 85% recognize automation’s value
many firms haven’t taken action