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,...
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Given that the financial services industry has a long way to go in gender diversity, promoting women in financial services is a critical consideration. LeanIn.org and McKinsey have conducted a...
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Banking Transformation Challenges - The top pitfalls in the digital transformation of a bank Holistic banking transformation is a strategic game plan to digitally transform a bank and reinvent the...
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How can banks compete against Fintechs outlines the core strategies bankers can follow to survive and thrive in this digital economy. Banks are under tremendous assault from an array of...
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Digital Transformation Disablers: How BFSI sector struggles with digitalization. Digital transformation is all the rage today. Enterprises the world over are embarking on digital initiatives – big and small, and...
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Maintaining a good record of all transactions at a portfolio/fund level as well as at an individual level is a core function, and hence implementing one of the robust asset...
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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...
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The wealth management trends 2025 is an overview of what the state of the industry will be in 2025. Given the broader macro trends in the world – rise in...
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How does one balance the KYC Considerations in Digital Account Opening Transformation? It is evident that financial services firms need to up their digital game and transforming account opening capability...
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What are the Unified Managed Household Accounts trends for the future? Do they augur well for the concept or is it being diluted and frittered away in all the Fintech...
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