“How do we provide the right offering to the right customer at the right time?” It’s a question many financial institutions ask themselves in the quest to personalise their product and service offerings.
The wealth & investment industry has deep and historic roots which reach back further than the advent of modern technology. However the industry started, it’s inescapable that clients now expect service on their smartphones and tablets.
Outdated, inflexible, impossible to automate, and thus anything but efficient: manual application processes for public funding have become something of a relic at the latest during the COVID-19 pandemic. But there is hope.