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September 20, 2024
Digital transformation in banking: three strategies to focus on
CREALOGIX eBook: Digital transformation in banking – three strategies to focus on

In an era where banking is rapidly evolving, this e-book explores three pivotal strategies for the digital transformation process in banking. Discover how traditional wealth management and retail banking firms can accelerate their digital transformation to meet the increased demands of today’s customers.

Insights from some leading consultancies recommend 'digitising and humanising' wealth management and banking services. It's all about the advisory experience and insightful recommendations, enabled by digital tools. It's also about providing advice in an omni-channel way and reinventing how relationship managers remain central to client relationships.

Highlights:

  • Hybrid service in advisory: blending automated digital services with the irreplaceable human touch to enhance client experiences and loyalty.
  • Hyper-personalisation: leveraging data analytics and AI to offer highly customised services that resonate with individual client needs and preferences.
  • Embedded finance: seamlessly incorporating financial services into everyday activities, providing convenience and enhancing customer engagement.

Download our e-book on digital transformation in banking and dive deeper into some real-world examples and innovative approaches that are setting new standards. Embrace the future of banking with insights that will help you stay ahead in a digitally dominated market.

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