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The impact of COVID-19 in the wealth industry: mistakes, lessons and opportunities

COVID-19’s impact in the wealth industry demanded client-advisor relations go digital. The new standard? Multiple touchpoints for unique client needs.
Private Banking,Wealth Management,Industry Trends
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What do affluent clients expect from future-proof private banks?

In wealth management, digital developments have shaped client expectations. Banks must know what they are and build hybrid, customizable solutions.
Private Banking,Wealth Management,Industry Trends
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A growing desire for omnichannel banking: 11 statistics to know

How COVID-19 has shifted consumer preferences towards omnichannel digital banking and the role of traditional advisory services in this ‘new normal.’
Customer Experience,Digital Transformation,Industry Trends
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16 customer experience statistics and trends in banking

How banking customer service is changing and key trends to know about to ensure your digital transformation initiatives are on the right track.
Customer Experience,Digital Transformation,Industry Trends
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CPIs in digital banking: evaluate your organization’s performance through the customer’s eyes

Could adopting Customer Performance Indicators put customer-centricity at the core of your business and help your organization to ensure that customer needs always come first?
Customer Experience,Customer service,Industry Trends
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18 customer service statistics and trends in digital banking

Technology empowers financial services to deliver a more personalized and intuitive customer service. But are we doing enough to keep up with customer demands?
Customer Experience,Chatbots,Industry Trends
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Wealth management: how women invest differently than men

Representing half the planet’s population, women are a diverse but powerful demographic. 80% of global purchasing decisions are already taken or influenced by women and their influence is set to grow.
Wealth Management,Digital Transformation,Industry Trends
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Millennials and financial advisors: what can wealth managers learn from growing disruptive competition

Millennial’s inheritance will be the largest wealth transfer in history. Financial providers need to build a value proposition that engages this younger generation.
Wealth Management,Customer Experience,Industry Trends
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13 must-know statistics about digital banking

The growing power of Millennials, as well as the pandemic, are creating a shift in customer preferences towards online banking.
Customer Experience,Digital Transformation,Customer service,Industry Trends
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What we can learn from other banks' digital transformation

Banks need to consider how to create an omnichannel strategy, technology priorities and the balance of traditional and digital channels among other things.
Customer Experience,Digital Transformation,Industry Trends
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Top 10 call center KPIs in digital banking (and how to improve them)

There are multiple ways of measuring customer satisfaction and team performance including abandon rate, service level, or NPS.
Customer Experience,Customer service,Industry Trends
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Interview: The Wealth Management Sector’s Past, Present and Future

Our CEO's most recent interview, looking at the wealth management sector’s past, present and future. See this week’s top picks from the interview.
Wealth Management,Industry Trends
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