Latest insight from the market

Case Study

Setting up a new bank: integrating technologies and competencies

Hauck Aufhäuser Lampe Privatbank aimed to create a common platform for a unique banking solution

Leveraging Centralized Cloud Mifid II Advisory

Deliver an advanced advisory experience becoming a front runner in the investment services

Consumer Duty: the Pathway to good Customer Outcomes

Putting customers’ needs first setting higher standards and support them with flexibility

Customer Experience: the battleground for growth

Customer Experience is king. How to retain existing clients and attracting new ones

PAM Digital Report 2024: The use of AI and effective data management

AI is transforming the wealth management industry and UK firms are increasingly exploring its potential to improve processes.

Client Experience Toolkit 2024

The Impact of Generational Shift on Client Experience for Investors.

How advanced is your digital customer experience?

Over the past five years organizations have learned that the digital customer experience could be a competitive differentiator for 2023 and beyond.

Exploring outsourcing trends

Outsourcing allows firms to lower their costs and increase flexibility. Some downsides remain. Listen to the voice of the market