Download Wealth and Asset Management 2022
For most executives, the question is no longer whether the industry will go through a digital transformation, but how to ensure they aren’t left behind. This report outlines the ways digital leaders excel and what investment firms must do to catch up.
How Do You Score?
Is your firm a digital leader or a laggard? Rate your organization, process management, technology, and product innovation to see where you fall in the digital curve.
Firms that have taken steps to digitally transform their businesses are already seeing major performance gains:
We desperately need technology support to create digital client touchpoints to service our value proposition.Erik Steffen, Credit Suisse
The starting point for a digital-first customer experience is simplified digital client onboarding. 39% of firms are already offering it to retail customers, and 48% to institutional clients.
Solution Portfolio for Financial Services
Growing regulations, customers demanding personalized products, new banking competition, and cost pressures. All Appway solutions are built with Appway Digital Banking Platform to enable you to succeed in the evolving landscape of hyper-connected people, services, and businesses.
Onboarding for Wealth
Provide clients with a dedicated digital concierge to engage them on their terms.
Regulatory Reviews for Wealth
Empower wealth managers to prioritize, manage, and comply with regulations.
Digital Banking Platform
Build the bank of tomorrow, connecting people, data, and systems across boundaries.
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