Latest insight from the market

Case Study

Setting up a new bank: integrating technologies and competencies

Hauck Aufhäuser Lampe Privatbank aimed to create a common platform for a unique banking solution

Leveraging Centralized Cloud Mifid II Advisory

Deliver an advanced advisory experience becoming a front runner in the investment services

Consumer Duty: the Pathway to good Customer Outcomes

Putting customers’ needs first setting higher standards and support them with flexibility

Customer Experience: the battleground for growth

Customer Experience is king. How to retain existing clients and attracting new ones

Composable, Scalable, Personalized: The new shape of wealth management

Emerging technologies are enabling a new era of agility, scalability, and personalisation. But which truly drive success?

AI Toolkit 2025: From Hype to Reality: How AI is reshaping Wealth Management

AI is no longer just a buzzword – it’s here, transforming wealth management as an essential driver of efficiency, innovation, and growth

How advanced is your digital customer experience?

Over the past five years organizations have learned that the digital customer experience could be a competitive differentiator for 2023 and beyond

Exploring outsourcing trends

Outsourcing allows firms to lower their costs and increase flexibility. Some downsides remain. Listen to the voice of the market