Insights
White Papers
New Finantix report -Together, we can make it! Co-creation in Wealth Management
Post-COVID, clients are turning to their wealth managers more than ever before. They want reassurance. They need personalised investment strategies. They expect their advisers to make...
Personal, Relevant, Timely and Actionable Defining and Delivering Personalised Client Engagement
Redefining Your Client Engagement Model. Discover why it’s imperative. And how to make it happen. Highly engaged clients are more loyal. They are more active as referral sources. And they...
Next Generation Technology and New Client Acquisition
New clients are crucial. What are the digital priorities for lead identification and engagement? Which technologies can help? Who is using them? To download our original research-based...
Events
Webinar – WealthTech Talks: Using tech to bring Financial Planning to the heart of Wealth Management
Watch Replay
The importance of a financial planning proposition to engage and service clients in the modern wealth management sector is increasingly clear
Know Your Clients…better and faster – Part Two
Watch Replay
Applying advanced data analytics to implement effective transaction monitoring and improve the quality of KYC files
Know Your Clients…better and faster – Part One
Watch Replay
Using the power of semantic search to build comprehensive client risk profiles and automate continuous KYC monitoring
Private Banking & Wealth Management: Switzerland 2020 Virtual Conference
Register here:
Date Thursday 10th December 2020
Time: 9:00 am GMT
Webinar – WealthTech Talks: Upscaling advice with Next Best Action
Watch Replay
Webinar: Together, we can make it! Co-creation in Wealth Management
Watch Replay
The role of digital transformation in improving the value proposition to financial services clients in a post-COVID-19 world
Watch Replay
WealthTech Talks: Technology Trends in APAC Wealth Management
Watch Replay
In this webinar, Mario Bassi, spoke to the local market experts to get their take on the role and importance of technology in the APAC wealth management sector.
Hubbis Digital Dialogue Series discussion -‘International & Regional Wealth Managers – Improving the Digital Platform & Capabilities’
Watch Replay
Press
Acclaim Publication
Acclaim recognising leaders across the global wealth management industry through the...
The Wealth Mosaic – WealthTech Report
The WealthTech Report 2020 - Using technology to improve the management of investment portfolios...
The Wealth Mosaic
The UK Wealth Technology Landscape Report 2020 - Together, we can make it - the case for...