It has been a challenging year for many, including external asset managers. We take a look at some of the top trends shaping the industry – and how to move forward.
Highlights from Webinar: WealthTech in HK – Opportunities Ahead
Last Thursday (13 Aug 2020), Julian Schillinger, Co-CEO & Co-Founder of Privé Technologies had recently spoke at the WealthTech in HK: Opportunities Ahead webinar organised by the Fintech Association of Hong Kong. Sharing more on his insights, here are some ofFo...
Bancassurance: Time for Digital
Consumers are increasingly turning to digital channels that are offering greater streamlined experiences. They are getting more savvy and their financial needs are growing more complex - what does this mean for bancassurance? The Current State of Bancassurance...
3 Best Practices To Optimise Your Digital Client Experience
In our previous post on Digital Client Experience (CX), we introduced the five key pillars of a user journey and how they might affect your client experience. On that note, we share some of the best practices to optimise your digital client experience.Be Mobile Did...
Where To Start With Digital Client Experience?
As we shift into an increasingly faceless world, it is important to ensure that your client experience doesn’t lose that personal touch. A good digital client experience (CX) should ensure that your clients feel valued and understood, regardless of where the...
Part 4: Robo Advisory in Hong Kong
Robo-advisors are known to effortlessly carry out individualised investment strategies and guide clients towards personalised portfolios that match their risk profiles and goals. They are known to withstand stressful and volatile situations; and have surely gained...
Part 3: Robo Advisory in the United States
A quick look at some of the robo advisories available in the USA.
Part 2: Robo-Advisory in Germany
Simple, cheaper, digital. This is why robo-advisors are attracting more and more private investors to invest their money rather than seeing how it stagnates at the savings account with interest rates close to zero. But how did the best robo advisors in Germany really...
Best Practices in Client Suitability
Wealth managers today fail to meet suitability standards and this poses a serious issue for wealth firms.
It’s Time To Digitise Investment Suitability
Wealth managers today fail to meet suitability standards and this poses a serious issue for wealth firms.