UK CEO David Joyce suggests it’s not a question of either personal service or robo-advice, but about a hybrid solution where what the client wants and where wealth management firms add value are the truly important questions.
CREALOGIX recently collaborated with Compeer, the leading City of London specialist research group on an extensive survey of 500 HNWIs to find out their perception of the service they have received this year.
Environmental, Social and Governance (ESG) concerns are increasing among investors; empowering clients to share what matters to them can help to tailor their investments and increase engagement and share of wallet.
Open finance enables banks to meet and offer the demand for innovative services. By integrating third-party services into an open architecture, financial institutions can offer more personalized products and services to a broader audience.
In September 2018, CREALOGIX together with Entersekt, launched a digital banking authentication solution that is based on a mobile app-based push procedure. Since then, the SaaS application has been used over a million times.