Wealth management firms require clear and coordinated action to modernise the customer experience by expanding into digital channels, but it’s far from clear who should take this forward.
David Joyce
CEO UK
May 28, 2020
In April 2020, we undertook a design study to visualise how existing features of our self-service wealth management product, Invest, can be combined in new and powerful ways.
Jamie Whatley
Director - Sales and Account Management
May 19, 2020
Fintechs build bridges, banks create connections.
Dr. Richard Dratva
Chief Strategy Officer
May 14, 2020
As they earn, save, and inherit, how do young Millennials feel about the investing services on offer traditional wealth management firms? There's quite a perception gap for these brands to overcome, argues guest writer, Hannah Duncan
Hannah Duncan
Fintech and investment writer
May 13, 2020
In episode 3 of our digital wealth management strategy series, we spoke with three expert commentators about what next generation customers want - here's the recording and some follow-up resources.
George Baily
Marketing Manager, UK
May 11, 2020
In a period of upheaval driven by Corona, time is money. It's no longer enough to do the same as the challengers. Instead, established banks should outperform them.
May 8, 2020
The supposed risk of sharing one's own customer data with potential competitors is completely overshadowed by the much higher inherent risk of not taking full advantage of the opportunities offered by open banking.
April 30, 2020
Digital and mobile banking makes many things easier, if you do it right, even financial transactions in the age of coronavirus.
April 22, 2020
Disruption may have been a frequent topic of conversation in recent years, and yet hardly anyone foresaw such drastic changes as we are experiencing right now.
April 16, 2020
The approach that large, established banks and wealth management firms take towards digitalisation often unexpectedly leads them into a dead end.
March 25, 2020
A guide to dealing with the lessons we are already learning from COVID-19: Bolster your digital capabilities and futureproof the way you offer your products and services to clients.
Carina Schönenberger
Senior Marketing Manager APAC
March 24, 2020
The perfect DLT solution does not (yet) exist. Anyone who wants to help shape this up-and-coming market with its high potential has to cope with uncertainties and the resulting challenges.
André Steiner
Head of Product Management Digital Banking
March 2, 2020
Changes in the financial industry as well as external conditions, which put pressure on earnings in the form of low-interest rates and volatility, are forcing institutions to rethink their business models and strategies.
Jasmin Epp
Senior Group Communications & Brand Manager
February 27, 2020
Building software has often won the argument, but given the enormous challenges that banks currently face to meet the needs of their clients, the tide is turning.
February 23, 2020
It is important that banks offer online banking with a customer experience that is convincing in every aspect, especially for corporate customers to retain the business in the long run.
Lior Leibovich
Senior Product Manager
February 17, 2020
In this article, we look at findings from GlobalData's report "Intergenerational Wealth Transfer: Seizing the HNW Opportunity" - and consider the strategic options for wealth management firms to become more appealing for new generations.
February 14, 2020
In retail banking, the rise of challengers has caused significant creative disruption. The same forces are now coming to investing and wealth management, courtesy of a new crop of challengers of wealth.
February 11, 2020
CREALOGIX takes an introductory look at the role banks have to play in the emerging global mega-conversation about sustainability and impact.
CREALOGIX Group
Corporate Communications
December 23, 2019
Looking back over 20 years of working with wealth management firms on their digital front office and client services, there are some which have used technology to gain significant competitive edge. What are the success factors at work?
December 19, 2019
A sharp increase in digital competition across the wealth management and investing arena highlights the need for established firms to focus their business models. Building a strong alliance of strategic and technology partners is essential.
November 18, 2019
Richard Dratva, Chief Strategy Officer at CREALOGIX, describes how the drama of open banking lift-off is over, and now it will prove to be a cosmic jump for financial services.
November 6, 2019
Nitasha Dhiri, Head of Strategic Projects at British jewellery brand Monica Vinader, reflects on how fashion and high-end retail adapted to the digital era, and what the wealth management and private banking sector could learn from this.
Nitasha Dhiri
Head of Strategic Projects
October 29, 2019
Open banking use cases infographic: in our 2019 CREALOGIX UK consumer survey, we found that most people are not clear what open banking means for them, but when offered specific useful-sounding features, many are keen to try them out.
Qiaojia Li, CEO and co-founder of new wealth management firm Rosecut, talks to CREALOGIX about her ambitions to redefine wealth management and use an AI-driven platform to address the currently under-served middle market...
October 28, 2019
"Liquidity management prevents companies from having to watch their assets disappear". After all, it is important to prepare for worse economic times.
Michaela Melzer
October 10, 2019
PSD2 obliges banks not only to protect customer accounts with strong authentication procedures, but also to ensure that banking becomes more transparent and convenient.
October 2, 2019
In wealth management, there's a growing need for a messaging solution that's both secure and keeps customers and advisors informed in a timely, highly-relevant manner.
September 11, 2019
Raiffeisenkassen and Raiffeisen Landesbank Südtirol AG will in future receive digital support with the CREALOGIX Financial Advisory Workbench. You can find out how this works in our blog.
Thomas Pecha
Managing Director
August 29, 2019
What do customers appreciate about Challenger banks in Germany, Switzerland and the United Kingdom? We surveyed banking clients in the UK, Switzerland and Germany and are comparing the results in this blog article.
Maryam Danesh-Kajouri
Global Head of Product Marketing
August 26, 2019
Customer experience affects the acceptance and popularity of a brand. Customers with an affinity for digital banking expect their bank to provide them with a mobile banking app that they like and that has value in everyday life.
June 24, 2019
Last week CREALOGIX attended the Systems in the City Awards in London and we were delighted to receive an award for "Best Web Front End Solution".
July 16, 2018
CREALOGIX UK CEO, Dr Mike Bradford, explains why wealth management will be just as impacted by blockchain technology as the rest of the financial sector – and there’s reason for optimism…
Mike Bradford
UK CEO
June 12, 2018
What the long-term effects of PSD2 will be: existing banks will need to grapple with reduced incomes, higher IT costs and competition in products.
November 20, 2017
Many people are afraid of frauds in mobile payment. Banks should actively address the concerns, for example with our Digital Banking Hub.
“Think bank!” The Banken Challenge 2020 invites you to Cologne on 21 and 22 November 2017. The forum is taking place for the third time.
November 14, 2017
We return to the subject to consider the delivery of services under the directive and the players who will populate the changed landscape.
November 13, 2017
Let’s look at what PSD2 does, and more particularly what is its impact going to be for the consumer – for you and me.
November 6, 2017
The forthcoming implementation of the EU’s PSD2 is still something of a mystery to most people, including many in the banking and financial sector.
October 30, 2017
Interest in cashless mobile payment remains cautious, but this is set to change in the foreseeable future.
Ludwig Volk
Head of Product Management
October 24, 2017
With 20 years' experience and a technologically outstanding platform, we are once again the undisputed number one.
September 21, 2017
In 2013, we founded barzahlen.de in co-operation with banks as a payment service provider. The business connects Point of Sale systems from circa 10,000 individual retailers across Germany.
Matthias Mohn
Leiter Banken - Head of Banking
September 11, 2017
