Hybrid Digital Advice Technology For Investments And Pensions

One of the most pressing questions the wealth management industry must now answer is how wealth firms change and improve their offering in line with different client demands and segments. They should be working to offer clients the digital tools and software capabilities to be able to enjoy better levels of engagement with their relationship manager.

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Can manual regulatory compliance processes keep up with the volume of regulatory change?

Regulatory change management for financial services is constant and unabating. Just as the compliance team gets on top of the latest regulatory development, another comes along. Large, global financial organisations not only have to content with the volume and velocity of regulatory change, but also with cross-border issues such as conflicting regulatory requirements, translating from multiple languages and a lack of global regulatory standards.

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