CREALOGIX
Knowledge Base

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

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

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

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