Tag: customer journey
The crucial role of consistency in omnichannel financial services
The digital era has revolutionised the financial sector, particularly accentuated by the pandemic's push towards digital platforms. The evolution into a hybrid model, integrating in-person and digital interactions, marks a significant shift in wealth management strategies. However, this shift brings forth the challenge of maintaining consistency across these interactive channels.
The digital revolution in meeting consumer duty standards
Post-deadline, the financial industry is grappling with the new standards set by the UK's latest regulatory mandate. The objective of this update is to bring more transparency and accountability to wealth management and insurance enterprises, fostering a more profound commitment to the consumer.
Driving growth in WealthTech: The critical role of adaptive IT architecture
The WealthTech landscape is undergoing constant transformation. A significant driver of this change is the influx of younger customers due to the great wealth...
Redefining the customer journey: Skandia’s digital leap with Kidbrooke’s OutRank
In the fast-paced digital age, traditional financial entities find themselves contending with customer demands for efficient, convenient service similar to what's provided by digital powerhouses like Amazon, Netflix, and Spotify.
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