COVID-19’s impact in the wealth industry demanded client-advisor relations go digital. The new standard? Multiple touchpoints for unique client needs.
In wealth management, digital developments have shaped client expectations. Banks must know what they are and build hybrid, customizable solutions.
How COVID-19 has shifted consumer preferences towards omnichannel digital banking and the role of traditional advisory services in this ‘new normal.’
How banking customer service is changing and key trends to know about to ensure your digital transformation initiatives are on the right track.
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?
Technology empowers financial services to deliver a more personalized and intuitive customer service. But are we doing enough to keep up with customer demands?
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.
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.
The growing power of Millennials, as well as the pandemic, are creating a shift in customer preferences towards online banking.
Banks need to consider how to create an omnichannel strategy, technology priorities and the balance of traditional and digital channels among other things.
There are multiple ways of measuring customer satisfaction and team performance including abandon rate, service level, or NPS.
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.