A transformation tsunami is taking place within the wealth management sector in order to provide a far superior experience for their clients, while benefitting from a dramatic increase in efficiency across the lifecycle of a customer.
But how are they doing it? Is there a clear business case? And what does the future hold for these more digital-savvy private banks?
This in-depth discussion provided a holistic viewpoint from clients and vendors.
Wasim Khouri, Chief Strategy Officer, Monument
Johnny Beloe, Director of Pre-Sales, Wealth Dynamix
William Rouse, Commercial Director, UK, MEA & NA, Wealth Dynamix
Oliver Smith, Managing Editor, AltFi