Offering a solution that serves next generation and current customers and their different preferences and expectations. Older generations prefer one-on-one communication while younger customers expect digitally-enabled client interactions. For wealth managers, the challenge is to complement traditional wealth planning with digital-first services geared towards younger customers.
Key issues that need the attention of wealth managers are:
- Old school brand image and processes
- Too much time spent on risk profiling
- AML requirements
- Marketing digital solutions to older customers
Integrating AI and automation, our digital solution caters to the needs of younger high-net-worth customers who demand secure, flexible, and simple ways to manage their money. Digitizing your offerings and KYC compliance reduces the time spent on regulatory checks by 70 percent.