In episode 3 of our digital wealth management strategy series, we spoke with three expert commentators about what next generation customers want - here's the recording and some follow-up resources.
In a period of upheaval driven by Corona, time is money. It's no longer enough to do the same as the challengers. Instead, established banks should outperform them.
The supposed risk of sharing one's own customer data with potential competitors is completely overshadowed by the much higher inherent risk of not taking full advantage of the opportunities offered by open banking.
Disruption may have been a frequent topic of conversation in recent years, and yet hardly anyone foresaw such drastic changes as we are experiencing right now.
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.
