MoneyGram partners with Lulu Financial Holdings – https://timesofoman.com/article/2598869/Business/MoneyGram-partners-with-Lulu-Financial-Holdings …
Sunday, 22 December 2019 HSBC SG’s new digital platforms | Yellow Part Its financial planning and tracking app will have risk and scenario analysis functions.
We’re on a mission to create new and exciting futures for our clients and communities. Join us – jobs.rbc.com/wmtech.
In this video Brent Beardsley shares how wealth managers can pull ahead in the race to go digital to serve the next—and more digitally savvy—generation of wealthy clients.
Digital technology is coming of age in wealth management – streamlining processes, freeing up resources for value-added activities and allowing providers to target new segments.
The traditional wealth-management model has been unchanged for years: a personal service underpinned by years of specialist experience. Not anymore. Just as in many other industries, digital technology is starting to play a role in improving customer choice, and helping wealth managers enhance and support their existing business and take advantage of new opportunities to offer new services.
As appeared in Business Reporter and The Telegraph Online
Wealth management is undergoing a significant shift. Increasing demand for new products and services, challenging market conditions and increased regulations are just some of the issues wealth managers are currently tackling.
Digitising wealth management
To add to the dynamic, today’s wealth management clients expect the information and services they want, when they want them, and on the channels of their choosing.
Join industry experts from Acquia and ORM for an insightful webinar discussion. Our experts will cover the challenges and trends facing wealth management today, and provide insight and tips into:
How to gain and retain customers by customising and personalising the online experience
Understanding your customer’s investment interests and needs and promote individually relevant products and services
How to deliver the right content, on the right channel, and at the right time
The secret to liberating your marketing team to release new content compliantly and securely, without relying on IT
The Banker’s Joy Macknight asks Duncan Ash, senior director, global financial services at Qlik, to explain how data analytics can help wealth management firms better empower their wealth managers.
Addressing the rise in today’s digital demands and expectations is driving Wealth Management firms to provide better digital services and an “all channel” integrated client experience says the World Wealth Report 2014 from Capgemini and RBC Wealth Management.
With Bill Sullivan, Head of Market Intelligence, Capgemini Financial Services.
Wealth management reporting is transforming from static, reactive reports about the past to in-the-moment, financial advice. Genpact’s Sanjay Srivastava discusses how firms can leverage AI to drive this next level of smart personalization.
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