Who owns digital customer experience in wealth management?
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.
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.
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.
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...
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.
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.