One of the most pressing questions the wealth management industry must now answer is how wealth firms change and improve their offering in line with different client demands and segments. They should be working to offer clients the digital tools and software capabilities to be able to enjoy better levels of engagement with their relationship manager…
Industry challenges and customer demands are changing, take advantage.
Financial Services has traditionally lagged behind other industries in digital innovation, primarily due to regulations, high technology delivery costs and lack of people with financial expertise within technology firms…
It has been almost 10 years since early B2C robo advisers launched their products and since then, the market has grown exponentially. Incumbents such as Blackrock, UBS, Vanguard…
Over the years, there have been many quants and poets who tried to define the term ‘robo advice’, and so why not add our small version too to the list. Our version goes like this…
The advent of digital technologies and automation has revolutionised the wealth management industry. With simple user interface, transparent investing, streamlined on-boarding and low fees…