Tag: digitalisation
The five benefits of document digitisation
Digitisation has taken the world by storm these past couple of years. Firms have accelerated their efforts to digitise their operations. Scanbot has outlined the five biggest benefits firms can experience from digitising their documents.
Where to start with digital transformation in wealth management
With every new variant of Covid, the end of the pandemic continues to move further into the distance. These past two years have shown the cruciality of digital services, and firms no longer have a choice to avoid it if they want to stay successful. The trouble is, where does a firm start?
Why digitalisation is key for success in wealth management
As new technologies and digitalisation continue to change the way wealth managers operate, it’s more essential now than ever to understand the changing needs and requirements of clients and capitalise on client-centricity and digitally-enabled interaction channels.
What wealth managers should look for when digitising client relationship management
Digitalisation of client relationship management is now a critical part of wealth management and firms need to automate admin tasks to foster engagement, according to WealthObjects CEO and founder Uday Bhaskar Nimmakayala.
Retail banks need to understand the sub-segments within their existing client...
Retail banks have four sub-segments within their existing client base that they have largely unexplored, according to cloud-native savings and investment platform Nucoro.
additiv partners with QCENTRIS to expand into Middle East and North...
additiv, a SaaS provider for credit and wealth management, has partnered with QCENTRIS as it looks to expand presence to countries in the Middle East and North Africa.
WalkMe pulls in $50m Series F, with plans to establish Singapore...
WalkMe, a provider of digital adoption solutions, has raised $50m in its Series F round to support growth in Asia Pacific and Europe.







