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Wealth management in times of change

Wealth management firms are accelerating digitalisation in response to historic trends and events


Even before coronavirus disruption, radical changes had been afoot in the private wealth sector for some time. Recovery from the global financial crisis of 2008 was made more challenging by new regulations aimed at preventing a repeat and all the while new upstarts from a burgeoning fintech sector were able to respond to consumers’ digital expectations faster. The pandemic then amplified the need for digitalisation in the private wealth sector.

Client LifeCycle Management and OnBoarding

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