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Outdated, inflexible, impossible to automate, and thus anything but efficient: manual application processes for public funding have become something of a relic at the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.
Financial institutions are currently upgrading in the area of mobile and digital banking, creating ecosystems and launching digital second brands. A basic condition for fast and modern services is the availability of data.
Our regular Clubhouse sessions, The FinTech Break, see experts tackle the hottest topics in the industry. We’ve put together an overview containing some of the highlights and insights from the sessions we had in April.
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.