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https://investor.factset.com/news-releases/news-release-details/bmo-wealth-management-selects-factset-primary-market-data
Submission: On April 13 via manual from US — Scanned from DE
Submission: On April 13 via manual from US — Scanned from DE
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News Style
BMO WEALTH MANAGEMENT SELECTS FACTSET AS PRIMARY MARKET DATA PROVIDER
January 26, 2023
Download PDF
FactSet solutions deployed to BMO Wealth Management professionals to drive
digital transformation
NORWALK, Conn., Jan. 26, 2023 (GLOBE NEWSWIRE) -- FactSet, a global financial
digital platform and enterprise solutions provider, today announced that it has
been selected as the primary market data provider for BMO’s Wealth Management
division.
FactSet is deploying its modern, flexible Advisor Workstation to BMO Wealth
Management professionals across Canada to support its digital transformation
objectives.
The implementation equips advisors with FactSet’s industry-leading content and
analytics within a comprehensive and intuitive web-based interface that enhances
BMO Wealth Management’s broader technology ecosystem to drive advisor
productivity and client engagement efforts.
The expanded relationship with BMO represents another significant win in the
wealth management sector, and confirms FactSet’s strategy to deliver flexible,
robust, and differentiated solutions that power our clients’ digital
transformation journeys across their wealth enterprise.
"Our collaboration with BMO demonstrates how FactSet’s solutions enable
enterprise-wide digital transformation and reinforces our commitment to the
Canadian market," said Goran Skoko, Executive Vice President, Head of Research
and Advisory Solutions at FactSet. “We are thrilled to work with BMO, who is
committed to implementing new technologies that will enhance communication,
efficiency, and the advisor experience, and drive improved customer outcomes."
“We are pleased to work with FactSet to help drive progress in BMO Wealth
Management’s digital transformation journey. Together, BMO Wealth Management’s
professionals will be equipped with the technologies to deliver enhanced client
engagement and experiences,” said Bruce Ferman, Chief Operations Officer, BMO
Private Wealth.
For more information on FactSet’s wealth solutions, visit: Wealth Management
Firms | Wealth Management Software | FactSet
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think
bigger, and work better. Our digital platform and enterprise solutions deliver
financial data, analytics, and open technology to over 7,000 global clients,
including over 180,000 individual users. Clients across the buy-side and
sell-side as well as wealth managers, private equity firms and corporations
achieve more every day with our comprehensive and connected content, flexible
next-generation workflow solutions, and client-centric specialized support. As a
member of the S&P500, we are committed to sustainable growth and have repeatedly
scored 100 on the Human Rights Campaign® Corporate Equality Index and been
recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor
Employees’ Choice Award winner. Learn more at www.factset.com and follow us
on Twitter and LinkedIn.
About BMO
Serving customers for 200 years and counting, BMO is a highly diversified
financial services provider - the 8th largest bank, by assets, in North America.
With total assets of $1.14 trillion as of October 31, 2022, and a team of
diverse and highly engaged employees, BMO provides a broad range of personal and
commercial banking, wealth management and investment banking products and
services to 12 million customers and conducts business through three operating
groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital
Markets.
Investor Relations:
Kendra Brown
+1 (203) 810-2684
kbrown@factset.com
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Megan Kovach
+1 (512) 736-2795
megan.kovach@factset.com
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