Latest insight from the market

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

Built to Scale: Innovation is no longer a scarce resource. The ability is.

Insights from 300 senior professionals across banks, wealth and asset managers reveal which organisations are succeeding at scale – and what sets them apart.

PAM Digital Report 2025: The use of AI and effective data management

Explore how leading UK wealth managers are navigating the digital transformation journey, from AI integration to secure scalability.

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