How do you deliver a good UX? Can you maintain high service standards in the digital channel? What does the future hold for a post-Covid wealth management industry?
Read CREALOGIX Insights to discover the answers to these questions and more as we delve into the topic of personalisation. Each issue of Insights takes a look at the hottest industry topics and includes expert commentary and analysis from our team. Download your free copy of Insights to learn more.
Highlights of this October 2021 edition of CREALOGIX Insights:
- What does it mean to go mobile in wealth management?
- Five ways to personalise wealth services
- Does AI mean the end of person-to-person services?
- Five principles of good UX
- Life after lockdown from an industry and client point of view
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.