FREE White Papers
The reality of digital banking in Europe
: Whose customer are you?
by: Economist Intelligence Unit | Date published : January 2019 [Download]
Transforming the adviser-client experience
With some 60% of firms citing the need to improve the client experience as a high or very high priority for their business, wealth managers must listen and do more to engage with and retain their clients and continue to offer the best client experience.
by: Wealth Dynamix | Date published : January 2019 [Download]