The Quest for Frictionless Onboarding: Why

Client-centered innovation

The rapid advancements in technology have opened a wide range of possibilities for innovation in the financial services industry. And in this realm, one of the key courses of action is improvement of user experience.

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James Brown: It’s More About Communication (and Technology), than Money

Communication - Compose Your Own Solution at OWIN18

Attendees to our third International Customer Conference (OWIN18) had the chance to hear great answers to many questions about the current and future state of wealth management technology. We asked an extra question to James Brown, Head of Client Services at Compeer: Continue reading “James Brown: It’s More About Communication (and Technology), than Money”

Thomas Zink: People Are Not Afraid to Drive a Hybrid. Neither Should Banks

Thomas Zink at OWN18: Banks Must Be Proactive on Hybrid

As the future of cars is electrical, but today’s cars are too expensive for the majority, so banking will be ruled by artificial intelligences one day, but for now people opt for the hybrid approach: no fear to “discuss” investment with a machine, but when big wealth is a stake, a human advisor is still way better. Continue reading “Thomas Zink: People Are Not Afraid to Drive a Hybrid. Neither Should Banks”

Focusing On The Onboarding Process When Going Digital

Onboarding… on a plane

There’s a process in wealth management that strongly depends on appealing user experience and solid legal basis: the onboarding process. A process also exists that is an ideal candidate for rationalization and digitalization, in order to get streamlined, gain effectiveness and retain the client. Continue reading “Focusing On The Onboarding Process When Going Digital”

A Challenging 2018 Awaits. But, We’ve Got a Platform

Challenging Moments

Last November’s IT Forum in Milan was an event relevant essentially for Italy; nonetheless, our Client Solution Director Michele Tanzi took the stage and give directions that are relevant for the whole company in 2018. Continue reading “A Challenging 2018 Awaits. But, We’ve Got a Platform”