Innovations in Wealth Management Technology
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LATEST ARTICLES
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The bank has taken the model of social media and applied it to its wealth management business.
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Recognising wealth management industry leaders in client services, products, and back office technology.
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Using software to give clients an alternative to the traditional private bank model. -
The firm has focussed on providing what clients and relationship mangers want: ease of use.
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Technology can help everyone access advice and build an investment portfolio, whatever their starting point.
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Wealth managers must innovate or else stand to lose high net-worth clients. New players with technology at their core are shaking up the private banking industry.
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‘Less is more’ has helped the bank keep its focus on designing a platform for the cutting edge of relationship management.
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The firm has a simple plug’n’play application that can save banks time and money in the race to go digital.
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The bank has the technology to match its vast amount of research to the clients who really need it.
