White Papers
Filter by industry
The Future of Operating Models in Asset Management
Download our report with Amundi Technology to dive deeper into what's shaping the future of operating models in asset management.
The Importance of Data in Client Lifecycle Management
Client Lifecycle Management (CLM) is the strategic approach to managing customer interactions and relationships throughout their entire journey with a company.
Purposeful Digitisation: The journey to Wealth Management 4.0
This paper outlines the need for purposeful digitisation where technology is used not just to cut costs, but to enhance client experience, improve efficiency, and unlock new value.
Cross-Industry Lessons for Supporting Vulnerable Customers
Our white paper provides actionable insights for enhancing customer support across various sectors.
Davies’ Financial Services Insights Report 2024
Assessing performance, confidence and challenges across UK financial services.
Voice of the Customer
Whether you’re starting a Voice of the Customer programme or looking to improve an existing one, this paper offers practical guidance.