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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 [...]

Wealth Management Digital Transformation

2018-08-16T05:53:04+00:00

The wealth management digital transformation was not a big bang as one thought it might be or should be. While their banking brethren have undertaken a significant and radical re-architecture, the wealth management and private banking firms have largely been spectators except for a few firms dabbling in the Fintech [...]