Information about us and our observations on the industry we serve.
COVID-19’s impact in the wealth industry demanded client-advisor relations go digital. The new standard? Multiple touchpoints for unique client needs.
In wealth management, digital developments have shaped client expectations. Banks must know what they are and build hybrid, customizable solutions.
Digital innovation has rewritten the rules of client engagement. Here’s what digital private banking platforms can do to stay ahead of the curve.
Representing half the planet’s population, women are a diverse but powerful demographic. 80% of global purchasing decisions are already taken or influenced by women and their influence is set to grow.
Millennial’s inheritance will be the largest wealth transfer in history. Financial providers need to build a value proposition that engages this younger generation.