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This article describes how the needs of clients of financial institutions have changed, especially those of younger generations, and explores.
Publications
Margins in private banking, especially among affluent customers are under pressure.
Publications
Falling margins and increasing regulation are putting private banks and asset managers under pressure. Competitors are focusing on digitalized investment solutions.
Publications
Although insurers have been relying on harmonized processes and standard software for contract management and claims management for some time, the transformation is not yet complete for many of them.
Publications
Margins in private banking, especially among affluent customers are under pressure. New competitors are entering the market with semi- or fully digitized investment solutions.
Publications
In light of increasing standards within private banking, a clear definition of the services delivered to clients is necessary.
Publications
FIDLEG is the Swiss answer to MiFID II and defines Investor Protection rules for financial services companies.
Publications
In part 2 of our series, we explore the challenges that come with good content creation and personalized matching.
Publications
In the final part of our series, we look at the other two key pillars of a smart content management.
Publications
A study of the opportunities and challenges for custodian banks in the current market environment.