Insights

Explore our company news, experiences and insights as we deliver Client Lifecycle Management solutions worldwide!

Four ways to demonstrate diversity and inclusion in marketing content

20 July 2021

Four ways to demonstrate diversity and inclusion in marketing content

Companies who exclude customers – consciously or unconsciously – do so at their peril. With so much hanging in the balance, how can wealth managers demonstrate diversity and inclusion across marketing content?

4 min. read

How can wealth managers leverage data to drive relevance?

13 July 2021

How can wealth managers leverage data to drive relevance?

Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.

4 min. read

Three strategies to attract new clients in wealth management

6 July 2021

Three strategies to attract new clients in wealth management

What’s driving people away from traditional wealth managers towards digital-first firms? Industry experts offer their strategic solutions.

10 min. read

Servitisation – backed by data-driven hyper-personalisation

2 July 2021

Servitisation – backed by data-driven hyper-personalisation

Data-driven hyper-personalisation must be used intelligently, to avoid inaccurate assumptions and boost relevance.

7 min. read

Eliminate duplicate data, at all costs

30 June 2021

Eliminate duplicate data, at all costs

When data capture goes wrong, what is the impact on client experience, quality of service and operational efficiency?

6 min. read

The untapped majority: making sense of data

22 June 2021

The untapped majority: making sense of data

While technology has given rise to a tapestry of data, lack of cohesion has left many advisors grappling to make sense of the insights at their fingertips.

5 min. read

People power: wealth management’s most valuable commodity, and how technology is holding it back

10 June 2021

People power: wealth management’s most valuable commodity, and how technology is holding it back

Understand the opportunities, ambitions and challenges of life in the front office through the perspective of the relationship manager

5 min. read

Trois pièges courants dans la mise en œuvre de solutions d’onboarding

26 May 2021

Trois pièges courants dans la mise en œuvre de solutions d’onboarding

Quel est le coût réel de la mise en œuvre d'une solution d’onboarding dans le domaine du wealth management?

5 min. read

The robots might be coming… but they’d better be ready for a fight

12 May 2021

The robots might be coming… but they’d better be ready for a fight

Technology and robo-advisors beware - word on the ground in wealth management is that the human touch has plenty of mileage in it yet.

3 min. read

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