5 trends for investment brands in 2020
What do you see as the main technology and technology-related challenges for the wealth management sector through 2020?
Behavioural data - the key to customer experience
Why behavioural data should be a key aspect of your Data under Management and technology strategy.
An industry ripe for disruption
As FinTech and BigTech begin to disrupt the industry, what can incumbents do to protect market share?
Scaling up - but not dumbing down
Increasing advisor productivity while not compromising on service standards is an increasingly achievable goal. In fact, new sources of client insight can make their experience exponentially better even as firms scale up.
Realising the hidden value of data
Wealth managers have an abundance of client data. But are they gleaning actionable insight from it?
A looming communications crisis for wealth managers
The last financial crisis highlighted just how important proactive client communications are in troubled times. Tolerance for unresponsiveness was low then and will be even more so now.