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Fill The Digital Gap To Thrive In The “New Normal”

13 November 2020 – A digitally enabled Client Lifecycle Management is not an option anymore, but needs to be considered as a mandatory capability and the new regular practice.

The Covid-19 pandemic has put the financial sector’s resilience to the test, throwing firms and their clients into a complex scenario ruled by uncertainty.

Wealth Managers have so far benefited from the growth in wealth of HNW and UHNW clients, which offset the decline in margins and compensated some inefficiencies in the operating models. Now, financial institutions must take action to prepare their business for growth in the “new normal” post-Covid environment.