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March 18, 2021
March 2021: Digital Wealth
Insights_March

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!

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