Designing Wealth Experiences
Theo Paraskevopoulos, looks at why wealth experiences are so powerful and offers a practical guide on how to set up a modern experience design practice.
5 Tangible benefits of redesigning your website
There has never been a better time to redesign your company’s website. Here’s why.
Podcast: Technology to support Asset and Wealth Management client engagement
Theo recently took part in a podcast on technology and client engagement in Wealth Management. Here are his notes
After the outbreak, the future
The Covid-19 outbreak will reshape Asset and Wealth Management by turbo-charging existing trends.
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.