Why firms should focus on client centricity and adviser/agent efficiency in digital business models
Digitalisation is no longer a niche innovation project. When it comes to client’s financial relationship management, it should be an essential part of a firm’s business strategy to survive this decade, says Uday Nimmakayala, CEO and Founder at WealthObjects.
Wealth Dynamix offers a six step guide to future-proofing advisors
The Covid-19 pandemic transformed the wealth management sector and firms are looking to accelerate their digitalisation efforts to stay competitive. Wealth Dynamix has outlined an easy six step guide to support a firm’s digitalisation effort.
Brightside nets $33m to boost employee financial care
Brightside, a financial care platform for employers, has closed its Series B funding round on $33m, as it looks to enhance its AI-powered solution.