Behavioural data - the key to customer experience
Why behavioural data should be a key aspect of your Data under Management and technology strategy.
Measuring your Data under Management
Data is so valuable to Asset and Wealth Managers, that a new metric is called for.
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.
A CMS that supports Artificial Intelligence
AI is a hot topic, but how does it help optimise customer experience?
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.
Cloud-based customer experiences without risking security.
Almost three-quarters of IT leaders believe security concerns restrict their organisation’s migration to the Cloud.