Insights

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

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Three ways wealth managers can tackle their cost-to-income ratio conundrum

2 December 2020

Three ways wealth managers can tackle their cost-to-income ratio conundrum

Hear from the experts on the top three ways successful firms are improving client experience and boosting revenue at a faster rate than their costs.

3 min. read

WealthTech Talks: Enhancing the adviser-client relationship with technology

27 November 2020

WealthTech Talks: Enhancing the adviser-client relationship with technology

How can technology enhance the relationships between advisers and clients? Learn about the state of play today, key pain points and the tech solutions.

2 min. read

The cost-to-income ratio conundrum. Do wealth managers have it under control?

26 November 2020

The cost-to-income ratio conundrum. Do wealth managers have it under control?

Learn how successful wealth managers are boosting revenues and productivity at a faster rate than their operational costs.

1 min. read

UK Wealth Management Technology Report: Future Adviser technology, what to consider and how to get started

19 November 2020

UK Wealth Management Technology Report: Future Adviser technology, what to consider and how to get started

Having considered how technology can support the future wealth management adviser, the next question is ‘How do we get started’?

1 min. read

Spotlight on… Synpulse

19 November 2020

Spotlight on… Synpulse

What are the key revenue challenges in wealth management and which processes hold the best potential to leverage intelligent automation?

4 min. read

Webinar: How can wealth managers avoid disjointed technology that impacts business performance?

16 November 2020

Webinar: How can wealth managers avoid disjointed technology that impacts business performance?

Join our webinar on how to integrate wealth management systems and the value this brings to both client experience and business as a whole.

2 min. read

Battle for Budget – Client Experience vs Operational Experience

12 November 2020

Battle for Budget – Client Experience vs Operational Experience

Witness the ultimate battle as Client Experience takes on Operational Efficiency for the title of No. 1 Wealth Management Technology Investment.

2 min. read

Three Common Pitfalls in Implementing Onboarding Solutions

11 November 2020

Three Common Pitfalls in Implementing Onboarding Solutions

Understand the common traps that wealth managers and private banks fall into with onboarding implementations and how to best avoid them.

5 min. read

Webinar: 3 reasons wealth managers fail to get onboarding projects right

5 November 2020

Webinar: 3 reasons wealth managers fail to get onboarding projects right

Watch the webinar to discover the latest industry advances and expertise that could well unlock the onboarding maze and make your implementation a success.

1 min. read

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