REDUCING NON-VALUE ADDED INTERACTION WITH CLIENTS

The third workshop run by Objectway and Compeer, regarding the report “Wealth Management Firm of 2025”, took a deeper dive into the current use of portals and mobile apps, client reporting and where improvements could be made.

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Il Digital Wealth Management umano crea valore autentico

Creare vero valore nel Digital Wealth Management

Certo, la digitalizzazione e l’automazione dei servizi di Wealth Management consentono di ridurre i costi e aumentare l’efficienza; analogamente, l’impiego di strumenti di intelligenza artificiale come il Machine Learning consente – se applicato a regola d’arte – di servire più clienti in modo più personalizzato, nel pieno rispetto delle normative. Continue reading “Il Digital Wealth Management umano crea valore autentico”

The Wealth Management Firm of 2025

Last thursday I attended a networking event in London hosted by Objectway. The theme was to help define “The Wealth Management Firm of 2025”. The participants represented the crème-de-la-crème of the UK wealth management/private banking industry, providing more than 3000 jobs, a staggering £105 billion assets under management and combined revenues of £770 million as of 2018.

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How Customer Experience for the Wealth Management Space Changed Over the Last Decade

Customer Experience Changes in Digital Wealth Management

We took a chance to ask Alberto Cuccu, Objectway Ltd CEO, about the state of Wealth Management as digital brings change outside and especially inside firms. This was the question: Continue reading “How Customer Experience for the Wealth Management Space Changed Over the Last Decade”

MAXIMISING BRAND AWARENESS AND PROSPECT ACQUISITION

The firms interviewed by Objectway and Compeer in the report “Wealth Management Firm of 2025”, are expecting significant changes in terms of Sales and Marketing by 2025.
Now less than 5% of revenue is spent on marketing, which places wealth management industry far behind the benchmark set by other luxury goods suppliers.

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