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Bancassurance: Time for Digital

Bancassurance: Time for Digital

Consumers are increasingly turning to digital channels that are offering greater streamlined experiences. They are getting more savvy and their financial needs are growing more complex - what does this mean for bancassurance?  The Current State of Bancassurance...

3 Best Practices To Optimise Your Digital Client Experience

3 Best Practices To Optimise Your Digital Client Experience

In our previous post on Digital Client Experience (CX), we introduced the five key pillars of a user journey and how they might affect your client experience. On that note, we share some of the best practices to optimise your digital client experience.Be Mobile Did...

Where To Start With Digital Client Experience?

Where To Start With Digital Client Experience?

As we shift into an increasingly faceless world, it is important to ensure that your client experience doesn’t lose that personal touch. A good digital client experience (CX) should ensure that your clients feel valued and understood, regardless of where the...

Part 4: Robo Advisory in Hong Kong

Part 4: Robo Advisory in Hong Kong

Robo-advisors are known to effortlessly carry out individualised investment strategies and guide clients towards personalised portfolios that match their risk profiles and goals. They are known to withstand stressful and volatile situations; and have surely gained...

Part 2: Robo-Advisory in Germany

Part 2: Robo-Advisory in Germany

Simple, cheaper, digital. This is why robo-advisors are attracting more and more private investors to invest their money rather than seeing how it stagnates at the savings account with interest rates close to zero. But how did the best robo advisors in Germany really...