There are some aggressive statistics being bandied about wealth management just now. Apparently, social media and mobile technology is about to transform the industry as we know it. So, are we really on the cusp of a technical revolution? Advice for technology vendors to the wealth industry.
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COVID-19 has had a lasting impact on every sector. No-one knows exactly what happens next. So where to start – and how to set the right direction?
The wealth management industry has performed well over the last 20 years, weathering market shocks, financial crises plus countless regulatory and fiscal changes. But now, without an unprecedented evolution, the future looks challenging.
We are at the start of a surge in digitalisation in client communication