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Are you really engaging with your clients?

Demand for digital engagement is amplified by external events like the current coronavirus pandemic and resulting lockdown measures. Filling the digital gap is now imperative.

Private banks and wealth management firms have been adopting technology primarily to address efficiency and compliance issues.

Market pressures on fees and margins dictated persistent pursuit of cost reductions, and frequent regulatory changes demand measures that lead to operational and technical complexity.

A more recent (and yet to come) wave of generational, behavioural and attitude changes among clients, along with disruptive invasion of new fintech players into the wealth management field, are significantly changing the equilibrium.

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