CREALOGIX
Blog

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.

With financial firms increasingly focused on improving user experience (UX) across a variety of digital channels, crafting a sensible digital banking strategy has understandably become more complex.

Our regular Clubhouse sessions, The FinTech Break, see industry experts tackle the hottest topics in the industry.

Open banking – access to customer and transaction data for third parties – has fundamentally changed the landscape for financial institutions.

What are the "hot topics" in terms of trends and technology? And what solutions are banks looking for to grow through digital innovation?

CREALOGIX UK CEO David Joyce considers the impact on wealth management firms of the pandemic and subsequent lockdowns.

Crystal ball-gazing is prevalent at the start of any new year, but it certainly isn’t easy in 2021. Banks already wrestling with a long list of challenges before the COVID-19 pandemic are seeing their business priorities shifting in order to ensure they thrive and continue to innovate.

“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 economic impact of the COVID-19 pandemic will undoubtedly continue to have further effects as the situation evolves. In this scenario, leading banking executives need to prepare for the ‘next normal’, whatever that proves to be.

UK CEO David Joyce recently took part in a panel discussion on a recent research from Compeer. The report highlights the key priorities for wealth management firms planning for the future and considers how to bridge the gap between digital capabilities and client expectations.

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.