A guide to dealing with the lessons we are already learning from COVID-19: Bolster your digital capabilities and futureproof the way you offer your products and services to clients.
The perfect DLT solution does not (yet) exist. Anyone who wants to help shape this up-and-coming market with its high potential has to cope with uncertainties and the resulting challenges.
Changes in the financial industry as well as external conditions, which put pressure on earnings in the form of low-interest rates and volatility, are forcing institutions to rethink their business models and strategies.
In this article, we look at findings from GlobalData's report "Intergenerational Wealth Transfer: Seizing the HNW Opportunity" - and consider the strategic options for wealth management firms to become more appealing for new generations.
In retail banking, the rise of challengers has caused significant creative disruption. The same forces are now coming to investing and wealth management, courtesy of a new crop of challengers of wealth.
Looking back over 20 years of working with wealth management firms on their digital front office and client services, there are some which have used technology to gain significant competitive edge. What are the success factors at work?
A sharp increase in digital competition across the wealth management and investing arena highlights the need for established firms to focus their business models. Building a strong alliance of strategic and technology partners is essential.
Richard Dratva, Chief Strategy Officer at CREALOGIX, describes how the drama of open banking lift-off is over, and now it will prove to be a cosmic jump for financial services.
Open banking use cases infographic: in our 2019 CREALOGIX UK consumer survey, we found that most people are not clear what open banking means for them, but when offered specific useful-sounding features, many are keen to try them out.
Nitasha Dhiri, Head of Strategic Projects at British jewellery brand Monica Vinader, reflects on how fashion and high-end retail adapted to the digital era, and what the wealth management and private banking sector could learn from this.
Qiaojia Li, CEO and co-founder of new wealth management firm Rosecut, talks to CREALOGIX about her ambitions to redefine wealth management and use an AI-driven platform to address the currently under-served middle market...
