Tag: digitalisation
DPM Corner – How to deepen penetration in Asia-Pacific amid market volatility
Citi restates ambition to grow both affluent and PB business on Investor Day
COOLC: “Pressure test” could be new method for measuring PB digital transformation success
Automation and data are “bread and butter” of WMs’ digitalisation blueprints: iPampas
Over half of StanChart affluent clients engage with RMs through connectivity feature on Singapore banking app
Burst in adoption is behind us, but “digital genie is out of the bottle”: Symphony
HKMA announces next phase of Open API framework
APAC’s wealthy more inclined to switch WMs, prefer multiple wealth advisors: EY
To stay competitive, PBs need to restrategise HNWI services in Australia
StashAway launches in Hong Kong, keen on gaining HNWI wallet share
Remote onboarding is not a challenge, remote prospecting is: Cedric Lizin of StanChart
“Digitalisation efforts paid off royally” for WM businesses at OCBC in 2020
Be focused and adaptable in an era of change – VP Bank’s Morel
SFC facilitates use by intermediaries of online trading platforms
WM consolidation in India is “tip of the iceberg”: IIFL Wealth
Human touch essential to providing financial advice to mass affluent: St James’s Place
Wealth Dynamix partners with Connective to digitalise WM agreement process
UBS’s Amy Lo and August Hatecke: “Great chemistry, successful revamp”
COVID-19 piles pressure on PBs to digitalise — without losing human touch
Aegis partners with CTBC bank in asset digitalisation drive
WMs must emulate Amazon, Google and Apple in client onboarding: Appway
Under new CEO Hamers, digital services will take centre stage at UBS
New data and innovation officer to drive digital transformation at Bank of Singapore
Key technology trends in 2019
2020 critical for HK to defend position as preferred wealth hub: KPMG
Cost and control hurdles hamper PBs’ digital customisation efforts
Work in progress: The digitalisation journey so far for Asia’s private banks
Key technology trends in 2018
Digitalisation of Wealth Management – a constantly changing scene
