CREALOGIX
Blog

Going digital is not a minor or one-off project for an investment or wealth management firm. A successful strategy is one which involves all the stakeholders – across the front office and clients services as well as in technical or IT roles.

The elimination of paper within an organisation has proven benefits in terms of efficiency gains and cost-savings.

Our series on Clubhouse, The FinTech Break, is a chance for industry experts to discuss some of the most pressing issues in the industry. We’ve put together an overview containing some of the highlights and insights from the sessions we had in March.

Whether it’s the positive opportunities of digitalisation or tackling the crescendo of competitive threats from digitally-native challengers, the wealth & investing industry is now at the start of a decade-long race to go digital.

Investor vulnerability is an important issue and one that has been increasingly on the radar of regulatory bodies.

Businesses and individuals today can benefit from a growing number of funding products such as start-up loans and housing promotion. The demand is increasing but the application process is often seen as complicated, with limited digitalisation and a high degree of regulation.