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How an improved client experience is the path to profit growth

This joint Unblu-Compeer report draws on original research from wealth and asset management firms to identify common industry IT trends, challenges, and client expectations. Readers can leverage these insights to identify strategic opportunities for digital service development that increase productivity and profit growth.

What you will learn

  • IT expenditure trends in UK Wealth Management over the last five years, based on benchmarking data provided by Compeer.
  • How firms rate their current provision of digital services, where they would like to prioritise digital investment moving forward, and more. 
  • How client preferences and habits have changed – and what firms must do to remain competitive. 
  • Firms’ approaches to digital strategy including their perceived opportunities and weaknesses.

Ensuring a smooth digital migration

Crédit Agricole next bank (Suisse) identified and anticipated potential areas of friction in their customer journey when planning to migrate to a new e-banking environment. By partnering with Unblu, they managed to maintain a smooth experience throughout their client onboarding.

Digital banking, done right

How to level up your digital customer experience in a branchless world No relationship can thrive without trust – and yet that’s exactly what’s missing in today’s challenging digital banking landscape. What do your customers think about you? Rebuild customer.

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