March 2021: Digital Wealth

Each quarter, CREALOGIX invites you to join in a discussion of the competitive trends, fintech innovations, and customer expectations which are driving the digital strategies of global financial institutions.

In this March 2021 edition of CREALOGIX Insights, we look at:

• Going paperless in wealth management
• Competitive threat from digital wealth challengers
• Addressing vulnerable clients better with digital UX
• Embracing remote work and digital client engagement
• See what's working well via digital customer experience KPIs

We look forward to discussing these topics and hearing your thoughts!

Our trends report on wealth management could be of interest to you as well: "To lead in wealth management, incorporate these key drivers in your strategy" - download the report here.