Blog | CREALOGIX

Digital Banking

Personalisation

Can you deliver a truly personal service without automation?

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.

Digital Banking

Survey

Client attitudes to digital wealth services

CREALOGIX recently collaborated with Compeer, the leading City of London specialist research group on an extensive survey of 500 HNWIs to find out their perception of the service they have received this year.

Digital Banking

MiFID II

Are you ready for the new rules on ESG investment coming into force in March 2021?

CREALOGIX

New rules from MiFID II come into force early next year and require the capture of clients’ ESG investment preferences and reports on the subsequent performance of investments against these criteria.

Digital Banking

Blockchain

Using blockchain to leverage your digital assets

CREALOGIX

The transition from crypto assets to securities on the blockchain is becoming increasingly relevant for institutional investors.

Digital Banking

Conversational Banking

Conversational Banking: Higher closing rates – seamless communication with customers

CREALOGIX

By using Conversational Banking financial institutions can communicate digitally with their customers and therefore ensure a seamless narrative across all channels. This can significantly improve the customer journey.

Digital Banking

WealthTech

CREALOGIX Insights: Empowering Digital Wealth Clients with Impact Criteria

Environmental, Social and Governance (ESG) concerns are increasing among investors; empowering clients to share what matters to them can help to tailor their investments and increase engagement and share of wallet.

Digital Banking

Interview

Global Fintech Strategist Chris Gledhill on Unsticking Incumbent Innovation

CREALOGIX

After a thought-provoking session from fintech strategist Chris Gledhill as part of the CREALOGIX Open Innovation Day 2020, we had several questions from delegates wanting to know more.

Digital Banking

Partnership

CREALOGIX and Solo.io partner to deliver a secure digital banking platform on the cloud

CREALOGIX and Solo.io partner to enable banking customers to benefit from secure online banking solutions delivered on modern and cloud-native, Kubernetes-based technologies.

Digital Banking

APIs

Create profitable business scenarios for open banking platforms

"One goal - many ways." Swiss banks pursue a "market economy approach" and are not required by regulators to open their interfaces.

Digital Banking

Event

What did we learn from CREALOGIX Open Innovation Day 2020?

CREALOGIX

The global online event was a huge success, with over 700 people registering from 40 different countries.

Digital Banking

WealthTech

7 pitfalls in digital wealth management user experience

CREALOGIX

In a recent speech for the Systems in the City Financial Technology Conference 2020, David Joyce addressed the capability gap in digital user experience and considered how it could be overcome.

Digital Banking

Open Finance

Open finance: Open for new services

CREALOGIX

Open finance enables banks to meet and offer the demand for innovative services. By integrating third-party services into an open architecture, financial institutions can offer more personalized products and services to a broader audience.

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