Podcast: Technology to support client engagement
Theo recently took part in a podcast on technology and client engagement in Wealth Management. Here are his notes
You are not still sending out PDFs... are you?
The best way to look irrelevant is to send out investment reports only in PDF.
5 trends for investment brands in 2020
Although many firms are still looking at reactive, defensive reasoning, there is a keen interest in the aggressive, data-driven plays typical of FinTech, according to Theo Paraskevopoulos, CEO, Invessed. 2020 could be the year that real innovation kicks off.
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.