Skip to main content
September 28, 2023
September 2023: Wealth Management
CREALOGIX: Insights Wealth Management September 2023

Download the latest issue of Insights, where we examine how to harness digital wealth services to improve profit margins and highlight some of the key features and functionality that will boost customer loyalty and attract new business. We also take a look at how digital solutions can also touch on other areas of strategy for wealth management firms, including the need for transparency regarding ESG.

The issue includes consideration of some of the key challenges in digital wealth services, such as addressing the need for frictionless digital onboarding and the role of security as an integral part of your digital branding.

This edition of CREALOGIX Insights includes the following topics:

  • Reducing margin pressures with digital service provision
  • Security is an essential part of your digital brand
  • Understanding the crypto opportunity
  • Solving the puzzle of digital onboarding
  • Has the wealth management industry embraced digital culture?
  • The value of usage analytics
  • Digital reporting increases client engagement and trust
  • Three reasons why a software product can support your digital strategy


Contact us