Digital Trends in the UK Wealth Management Industry

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…”

Conectus vs. Demographics: Future Is Hybrid

Computer, Smartphone, Woman Handwriting

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”

Re-engineer your business model around the connected customer and unlock your growth

Wealth and investment management is all about relationships and service.

This means being able to collaborate and share information anytime, anywhere, overcoming the traditional limits of physical encounters.

Continue reading “Re-engineer your business model around the connected customer and unlock your growth”

Omnichannel, aka The Digital Engagement and Collaboration Challenge

To debate the shadow IT trend is pretty common these days in the IT world: employees adopt digital tools outside the perimeter of allowed of recommended apps. Like, Dropbox instead of the company cloud, Whatsapp in place of the official messaging system and so on.

Continue reading “Omnichannel, aka The Digital Engagement and Collaboration Challenge”

Preparatevi al cliente digital

Nel panorama dei servizi di investimento, il segmento Private viene generalmente identificato tra i più tradizionali in termini di modello di servizio. La sua forza, infatti, risiede nel valore della relazione umana, della competenza professionale e della conoscenza del cliente che il Banker accompagna nelle decisioni di investimento.

Ma con la diffusione delle tecnologie digitali anche i clienti Private, come tutti gli investitori, stanno modificando le proprie aspettative nei confronti dei servizi di investimento.

Continue reading “Preparatevi al cliente digital”