Automated asset consolidation of your wealthy clients: where are you?

Consolidation automatisée des actifs patrimoniaux de vos clients fortunés

Automated asset consolidation of your wealthy clients: where are you? Consolidating the wealth assets of your wealthy clients is a major challenge for Family Offices Consolidation of the wealth assets of a wealthy individual is a prerequisite for effectively providing quality financial, tax or legal advice. Indeed, the overall vision of your clients’ assets is […]

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How to retain your wealthy clients and increase your assets under management with seamless digital channels of communication

Fidéliser les clients patrimoniaux avec un contenu digital amélioré

The information provided to your wealthy clients is fundamental to their loyalty In these times of uncertainty, your clients do not have the time or the desire to analyze in depth the macro-economic environment or the new reforms put in place by the public authorities. That’s why they seek your expertise in order to provide […]

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Digital Client Onboarding: the new standard for Wealth Managers

Entrée en relation digitale pour les clients des Gérants de fortune

Digital Client Onboarding: the new standard? Nowadays, the robo-advice industry promise to open an account in less than an hour with a true straight-through processing across all delivery channels and account types. While the majority of wealth management firms still require manual and paper process. In particular, firms often need to return to clients multiple […]

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The dilemma of the digital strategy for wealth management firms

Quelle stratégie digitale pour les gérants de fortune ?

The dilemma of the digital strategy for wealth management firms Since wealth management firms decide to start their digital transformation, they all face the same dilemma. Wealth managers are wondering whether they should build in-house, buy or combine in-house tools with other solutions. However, most wealth management forms do not have the internal resources to […]

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