Tag: client experience

The wealth management industry is undergoing a major transformation, shaped by shifting client expectations, regulatory pressures, and rapid technological advances. As explored in LSEG...

In today’s rapidly evolving wealth management landscape, staying relevant is not just important for advisors—it’s essential. With intense competition and ever-changing client expectations, the ability to meet clients where they are and provide timely, personalised advice can set a firm apart. The key to achieving this lies in combining data-driven insights with scalable solutions that enhance the overall client experience.

In today’s competitive business landscape, managing the client lifecycle efficiently is more important than ever. KYC Portal CLM offers a comprehensive solution that streamlines every stage of the client journey, from onboarding to ongoing monitoring and beyond. This powerful platform helps businesses ensure regulatory compliance, enhance client satisfaction, and improve operational efficiency.

Zeplyn, a WealthTech company founded by former Google engineers, focuses on streamlining workflows for financial advisors through AI-powered solutions.

WTW has announced its acquisition of a stake in Atomos, a prominent, advice-led wealth manager operating in the UK.

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.

Dezerv, an innovative WealthTech firm from India, today announced a significant funding achievement, securing INR 265 Crores ($31.7m).

Apex Group, a prominent financial services business, and ACA Group (ACA), a leader in governance, risk, and compliance advisory in financial services, have joined forces to expand their service offerings through a strategic partnership.

In the rapidly evolving world of financial services, compliance and market dynamics are undergoing significant transformations, driven by macro trends that are reshaping the...

The asset servicing industry is currently navigating through turbulent waters, marked by escalating fee pressures, rapid technological advancements, stringent regulations, and a volatile macroeconomic climate.