October 18, 2018How to Engage the New Generation of Investors

engage_new_gen_investorsAs Generation Xers hit their prime earning years and millennials enter into the workforce, they’re taking center stage as the new generation of investors.This breed of investors is tech-savvy and self-directed, seeks work-life balance, values freedom and responsibility in the workplace, and dislikes micromanagement. As many...

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October 16, 2018Four Facts to Know About Trust Funds and Onboarding Modern Clients

trust_funds_onboarding_clientsIn many countries (especially the UK and US), trust funds are a great way for a family to grow wealth for the younger generations. In the past, trust funds have been associated with blue blood families that have a sizable amount of wealth. But that’s changed...

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October 11, 2018The Secret to Serving the “Emerging Affluent” in the Digital Age

serving_emerging_affluentImagine you’ve recently inherited a large sum of money and have gone from being part of the mass market, people who have less than £100,000 in liquid assets, to being part of the mass affluent, meaning you have between £100,000 to £1 million in liquid assets....

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October 04, 2018Canada Gives the Go-Ahead to RegTech and FinTech

canada_regtech_go_aheadAlthough Canada and the US are on the same continent, they’re often worlds apart when it comes to compliance within the financial services industry. More than ever before, Canada, like the US, is focusing on regulations that protect the customer. But the Great White North is...

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October 01, 2018Expert Panel Advises Emerging Swiss FinTech Companies

swiss-fintechExpert Panel Advises Emerging Swiss FinTech Companies. Photo credits: SynpulseEvery year Venturelab, a Swiss organization helping startups grow, selects 10 emerging FinTech startups to come to New York through their Venture Leaders program. This year, swissnex in New York, Synpulse and Appway teamed up to host...

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September 27, 2018WWZ Utilities: Forging a Digital Connection with Today's Customers

wwz_forging_connection_customers“Connecting the disconnected” is a phrase that sounds like common sense, like someone stating the obvious. But it actually does have a profound meaning in today’s disconnected world. My recent trip from Zurich to Leipzig illustrates this point perfectly. The trip was meant to be two...

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September 20, 2018How to Become an Empathic Bank and Exceed Customer Expectations

We’re living in the most customer-centric era ever right now. The phrase “the customer comes first” has never been so true, which means fostering digital empathy is one of the top priorities for businesses that are going through a digital transformation journey, as we discussed recently...

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September 18, 2018Interview with Swiss Utilities Provider WWZ: “The Market Liberalization Allows Us to Massively Increase Customer Engagement”

utilities_digitalization_customer-engagementThis year, Zug-based WWZ Group decided to focus on becoming more efficient and getting closer to its customers. The upcoming liberalization of the electricity market is just one of the triggers for this decision. We spoke with Stefan Willi, the company’s CTO of IT, about the...

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September 13, 2018Low Code: For Engineers, For Enterprise, For Everyone

Sky-blue lego blocks piled haphazardly on top of each otherUse building blocks to grow your solution instead of starting completely from scratchIf you're looking for software to support your company's digital transformation, you've probably come across the term “low code.” Why? Because a low code platform...

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September 11, 2018Singapore Banking: How Focusing on the Customer Will Save the Day

singapore_banking_customer_focusIn the past year, banks in Singapore have made some major headway in their digital offerings. According to the J.D. Power 2018 Singapore Retail Banking Satisfaction Study, for example, mobile banking has exceeded physical branch interactions by 15% since 2017. Unfortunately, with the main focus being...

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