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...
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...
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...
Webinar – WealthTech Talks: Using tech to bring Financial Planning to the heart of Wealth Management
The importance of a financial planning proposition to engage and service clients in the modern wealth management sector is increasingly clear
Applying advanced data analytics to implement effective transaction monitoring and improve the quality of KYC files
Using the power of semantic search to build comprehensive client risk profiles and automate continuous KYC monitoring
Date Thursday 10th December 2020
Time: 9:00 am GMT
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.
Acclaim recognising leaders across the global wealth management industry through the...
The WealthTech Report 2020 - Using technology to improve the management of investment portfolios...
The UK Wealth Technology Landscape Report 2020 - Together, we can make it - the case for...