digital private wealth management
digital private wealth management, Conversational banking, instant messaging, client management, customer experience, messaging app, relationship manager
Will voice end the era of touch in banking?
The financial industry should listen up and recognize voice technology and the opportunities that come with it. As with other innovations, the retail industry is paving the way. Market leaders are busy equipping consumers’ homes with smart speakers and educating them on how to use voice-operated services, ensuring that Siri, Alexa or one of their friends are there and ready to listen as soon as consumers drop their last reservations towards voice technology. Will you have an ear close by your clients, when they are ready to talk to their bank account?
digital private wealth, digital private wealth management, robo advisors
Can automation and robo-advisors help democratize the wealth management industry?
Digital wealth management software can increase the financial services industry’s cost efficiency and enable them to reach a wider audience with custom services.
digital private wealth, wealth management, digital private wealth management, digital wealth management, wealth management solutions
Identifying the real transformation in wealth management
The latest survey of our partner Orbium, Survive and Thrive to 2025 – Insights from the Wealth Management C-Suite, reveals the challenges ahead for private banking and wealth management.
In this guest blog, Ian Woodhouse, Head of Strategy and Change at Orbium, shows how the company could help wealth managers transform and enhance their future potential.
digital private wealth management, Conversational banking, instant messaging, client management, customer experience, messaging app, relationship manager
What is conversational banking?
Messenger apps and conversational AI will develop a significant impact on the client experience of banking. Financial institutions are busy establishing robo-chatbots for service requests or use AI-supported human conversation to support their relationship managers (RMs).