CREALOGIX
Knowledge Base

Digital transformation is a process of continual evolution as new technology and new customer behaviour shapes the future of wealth management. Post-pandemic, 2022 brought a significant amount of change and the effects will continue to cause waves in the financial services industry.

Retail banking has changed significantly in the last two years. New customer behaviour post-pandemic, coupled with new technology has advanced digital banking and opened up new ways for banks to reach their customers.

This standalone app brings the functionalities and user experience of leading crypto exchanges to your digital offering. Integrated with regulated crypto banks, our crypto solution complies with the latest regulations and ensures your clients that their funds are safe.

After a recent webinar on the topic of digital onboarding, the most common feedback we received was that all wealth management firms are all grappling with this issue. From the outside, it looks so simple. We have all got used to the simple sign up for a current account with a neobank or for services like Netflix or AppleTV. However, it is far from simple for wealth management firms and it will take not just new technology but a complete review of processes and customer journeys to succeed.

Our international expert panel discussed the latest research report and the wider market opportunity that crypto presents. Gain insights from the key players Sygnum, CLST, Hauck Aufhäuser Lampe, and Simon-Kucher & Partners.

Our research team spoke with investors and large, established banks and wealth management firms in Switzerland – the study shows that while investors are keen to engage with traditional organisations regarding crypto, these institutions haven’t yet fully grasped the opportunity