White Papers
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Asset & Wealth Management
Operating Strategy & Transformation
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.
Insurance
Operating Strategy & Transformation
Cross-Industry Lessons for Supporting Vulnerable Customers
Our white paper provides actionable insights for enhancing customer support across various sectors.
Asset & Wealth Management
Operating Strategy & Transformation
Davies’ Financial Services Insights Report 2024
Assessing performance, confidence and challenges across UK financial services.
Insurance
Operating Strategy & Transformation
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.
Insurance
Operating Strategy & Transformation
The Power of Customer Communication Management
At Davies, we help organisations design and implement communication strategies that work.
Reliability of regulatory returns
Davies can assist the first, second, and third lines with the review, preparation and implementation of your regulatory reporting practices.