Looking back over 20 years of working with wealth management firms on their digital front office and client services, there are some which have used technology to gain significant competitive edge. What are the success factors at work?
A sharp increase in digital competition across the wealth management and investing arena highlights the need for established firms to focus their business models. Building a strong alliance of strategic and technology partners is essential.
Open banking use cases infographic: in our 2019 CREALOGIX UK consumer survey, we found that most people are not clear what open banking means for them, but when offered specific useful-sounding features, many are keen to try them out.
Nitasha Dhiri, Head of Strategic Projects at British jewellery brand Monica Vinader, reflects on how fashion and high-end retail adapted to the digital era, and what the wealth management and private banking sector could learn from this.
Qiaojia Li, CEO and co-founder of new wealth management firm Rosecut, talks to CREALOGIX about her ambitions to redefine wealth management and use an AI-driven platform to address the currently under-served middle market...