With everyone working from home, the COVID-19 pandemic may well be the ‘digital-first’ tipping point for private bankers and the broader wealth management industry to change the way they do things.

In a very short period of time, the COVID-19 pandemic has imposed a new way of working and interacting with customers. Most organizations will have been caught flat-footed, and whilst there has been great progress towards implementing a WFH system,…

Social media is brimming these days with predictions of what the new normal will look like after the coronavirus pandemic recedes, and chief amongst the debates is the topic of whether the insurance agent or broker has been made redundant by the…

Personalization is about sending the right information, to the right person, at the right time. Whilst banking personalization has long been touted as the future of financial services, and is considered a critical step in differentiating the digital…

Social Media is brimming these days with predictions of what the new normal will look like after the pandemic subsides, and chief amongst the debates is a topic of whether a cashless society is now a genuine prospect in the short term. The WHO…