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CREALOGIX Knowledge Base

Knowledge Base

Looking for information on our solutions, or insights into banking and wealth management trends? Search our Knowledge Base below to find what you need.

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
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