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...
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...
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...
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...
A quick look at some of the robo advisories available in the USA.
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...
Wealth managers today fail to meet suitability standards and this poses a serious issue for wealth firms.
Wealth managers today fail to meet suitability standards and this poses a serious issue for wealth firms.
Privé Technologies will be attending the AWS Summit Online Hong Kong 2020 on 7 July 2020 where Julian Schillinger, Co-Founder and Co-CEO, was invited to speak in the Security & Compliance breakout room during the Introduction to AWS Security (Level 100). The AWS...
Wealth managers today fail to meet suitability standards and this poses a serious issue for wealth firms.
