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Customer-centric digitalization of wealth management

2018-09-12T15:48:43+00:00

Customer-centric digitalization of wealth management: The impetus for the digitalization of wealth management is rooted in the rising expectations of the customers and the onset of the Fintech revolution.  Of course, other macro trends such as a rise in global wealth, the burdensome regulatory frameworks, the massive shift toward passive [...]

Financial Advisor Workstations for the Digital Age

2018-07-08T08:23:55+00:00

How do you define and design the Financial Advisor Workstations for the Digital Age?  It is not an easy task to balance compliance needs, the exponential growth in social media and digital technologies, and the need to not overwhelm a financial advisor/registered representative and make the interactions easy to manage. [...]