Digital and Tech
Fintech on Friday: Using data to personalise the client experience
Wealth managers are able to collect more client data than ever before and...
Fintech on Friday: What women want from wealth management technology
Research suggests female high net worth individuals welcome the adoption of the...
Fintech on Friday: How AI can bolster the human side of wealth management
Technology can help relationship managers to provide clients with a more personalised...
Private banks slowly but surely adapting to digital era
Wealth managers have faced considerable challenges in their digital transformations but an...
Fintech on Friday: How technology can deliver enhanced client value
Clients of all sizes now expect wealth managers to provide meaningful digital...
Hong Kong cries out for strong and honest leadership
The civil unrest going on in Hong Kong is nothing new, rather...
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3 July 2019
Fintech on Friday: Using technology to open up new revenue streams
Technology is creating new markets for wealth managers and allowing participation in others which were...
21 June 2019
Fintech on Friday: Vendors partner up to meet needs of wealth managers
Technology firms are increasingly collaborating to meet the needs of their client base. Both vendors...
21 June 2019
Fintech on Friday: Citi sees no need for warp speed on digital journey
Digitalisation is important, says Citi’s Luigi Pigorini, but has its limits and one-to-one contact with...
12 June 2019
Private View Blog: Will wealth managers find the right mix between talent and technology?
The potential is there for technology to usher in a new type of relationship between...
5 June 2019
Fintech on Friday: Embedding digital into a private bank's DNA
Senior wealth management executives must show frontline staff that technology can empower them and need...