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Wealth Management Transcending Turbulence

Wealth Management Transcending Turbulence

What Is Driving Change In The Wealth Management Industry?

The first few years of the current decade has seen changes in environment, market, customer, & technology elements that have significantly impacted the Wealth Management (WM) business.

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Rude awakening: 2024 Realignment with a new regulatory course

Rude awakening: 2024 Realignment with a new regulatory course

Regulators are rapidly moving towards digitization of regulatory compliance even as they increase focus on banks financial and non-financial risk management. For the banking industry, it means that in addition to facing challenges of increased regulatory scrutiny and demands to stay compliant, they now need to be able to realign themselves with the new regulatory course.

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Excellence in Wealth Management through Personalized CX Transformation

Excellence in Wealth Management through Personalized CX Transformation

“Embark on a journey of unprecedented transformation within the realm of wealth management as we delve into the world of ‘Personalization-led CX Transformation for Wealth Management Excellence.’ In this exploration, discover how the convergence of personalized experiences and cutting-edge technology is reshaping the landscape of financial services. From tailored investment strategies to client-centric digital interfaces, join us on a quest to unlock the keys to achieving unparalleled excellence in wealth management through a customer-centric lens.”

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Customer Onboarding – The New Gamechanger (Sector scan)

Customer Onboarding – The New Gamechanger (Sector scan)

With 3 out of 4 users who first used digital channels during the pandemic saying they will continue to go digital, banks that don’t pay heed will do so at their peril.

Traditional customer onboarding processes for banks are time-consuming in an age when customers want to manage their accounts via smartphones. They inconvenience customers with cumbersome verifications, clunky customer service, and lengthy forms. The outcome? One, banks and FIs are prone to revenue losses, and two, new-age customers shift towards digital-first processes.

The way forward for the banking sector is the digitization of customer onboarding. Easier said than done, the need of the hour lies at the intersection of conscious contextualization and domain competence.

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