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BMO Wealth Management selects FactSet as primary data provider

Source: FactSet

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.

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