VM Investments Limited (VMIL) and its subsidiary, VM Wealth Management Limited, have reported a year of significant digital and operational progress, reflecting VMIL’s continued investment in technology to enhance efficiency, strengthen security and deliver a more seamless experience for clients.

Providing an update on the transformation programme, Allison Mais, Chief Operating Officer of VMIL and VM Wealth, noted that the entities entered 2025 with a clear mandate to modernise their operational backbone and improve the systems that support investment services.

“Our focus this year was on building a more agile, technology-enabled organisation that delivers faster, simpler and more secure interactions for our clients,” Mais said. “We have been deliberate in strengthening the systems that matter most to service delivery, and the results are already visible across our operations.”

A major area of advancement was the enhancement of VM Group’s digital onboarding experience, which now features a more intuitive design that, according to Mais, is expected to contribute to higher completion rates and reduced manual processing, positioning VM to scale its digital client acquisition more effectively.

She further highlighted that one of the most extensive areas of progress for the year was the modernisation of IPO Edge, VM Wealth’s digital investment-subscription platform. It now includes One-Time Password (OTP) email authentication and a strengthened end-to-end digital mandate process, ensuring greater protection of personal and financial information. The guest application journey was also redesigned, allowing prospective investors to register more easily and upload their documents directly through the platform.

Mais explained that the increased digitisation of core processes has also improved internal efficiency. Automated workflows for commonly requested client letters, including investment confirmations and embassy letters, have resulted in more consistent turnaround times and reduced manual intervention. Meanwhile, enhancements to coupon payment processing and upgrades to the dividends processing system have further strengthened the reliability and speed of investment-related transactions.

Additional complementary upgrades implemented across VMIL and VMWM’s operational infrastructure throughout the year included improvements to the core Investment Management System, as well as efficiency enhancements to the platform that manages loans.

“These improvements reflect our commitment to responsible transformation,” Mais added. “We are continuously evaluating how technology can help us work smarter, reduce friction for clients and strengthen the foundations of the business. By investing in these systems, we are not only improving service delivery today but also building the capacity needed for future growth.”

Mais noted that the upgrades completed this year form part of a broader, multi-year roadmap to modernise VMIL and VM Wealth’s operational framework and create a more resilient, future-ready organisation.