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 are more open to new investment ideas. How can technology re-define - and...
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 report part one, submit your details below:
Date: Wednesday, 30th September 2020
Time: 9AM BST / 4PM SGT
Hubbis Digital Dialogue Series discussion -‘International & Regional Wealth Managers – Improving the Digital Platform & Capabilities’
Tuesday 29th October 2020 at 9AM BST / 10AM CET / 4PM SGT
Thursday 1st October 2020 at 9AM BST / 10AM CET / 4PM SGT
Finantix is proud to be a sponsor at the upcoming Stockbrokers and Financial Advisers Association (SAFAA) Virtual Conference in Australia
If you require further details regarding our key offerings or wish to discuss your specific needs. Just let us know.
Hubbis Digital Dialogue Series discussion – ‘Local Wealth Management – Embracing Digital to Improve the Proposition’
Listen to the discussion between Christine Ciriani, CEO, Finantix and Emma Glyn, Motive Partners. Christine provides an insight into the fast-evolving trends and digital transformation of the wealth management industry.
Next Best Action is a data and AI driven financial advice tool that delivers more personalised,...
Fintech on Friday: Has wealth digitally delivered during the pandemic? Alongside the Wealth Tech...