As I said one week ago, we conducted the new edition of the Objectway-Efma survey “Digital engagement and collaboration in wealth management: the hype, the reality and the future”.
Here’s the second; you can read the beginning and the third is following
Two years ago, Objectway and Efma conducted the joint survey “Digitisation in practice: transforming investment services for affluent clients” interviewing leading banks and wealth managers and discovering how firms were undertaking an integrated digital strategy by examining five digitisation focus areas: customer centricity, channel interaction, digital mobility, analytics, and social media. Continue reading “Digital engagement and collaboration in wealth management”
Advisors and firm should engage in processes and collaborate with clients to improve service and client experience. Customer loyalty and quality of service will depend on the type and richness of relations that firms enable with their clients.
We already wrote about the speech of our Chief Business Developer Peter Schramme in Vienna, last week, at the Affluent and Private Banking Summit event, organized by Efma. Continue reading “Digital Engagement and Collaboration: Good to Be in Vienna”
Last September 15th, the Affluent and Private Banking Summit organized by Efma took place at Le Méridien hotel in Vienna, and we were there thanks to Peter Schramme, our Chief of Business Development. Continue reading “Digital Engagement and Collaboration: Hype, Reality, and Future”
Our Peter Schramme interviewed in London in conjunction with the event: “Third Generation Operating Models in Wealth Management“.
See and read his answers about the “Digital Trends in the UK Wealth Management Industry”
“… exactly the digital channel, the digital evolution and the new customer demands were putting stress on the organization that was not able to be fulfilled by the existing legacy platform…”
Digital is bringing a notable change in wealth management dynamics: cost reductions, popularization of mobile access, and disruption of old relationship models influence behavior of all demographic segments, not only millennials as we too easily read on every newspaper. Continue reading “Conectus vs. Demographics: Future Is Hybrid”