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Innovate to succeed: The client call to action for wealth management

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Onboarding for Wealth

Appway is the global leader in client onboarding for the financial services industry. Onboarding for Wealth enables leading wealth managers, private banks, and family offices to provide their high net worth clients (HNWIs) with a personalized experience while guaranteeing compliance to local and global regulations Onboarding for Wealth combines digital and physical...

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Regulatory Reviews for Wealth

Regulatory Reviews for Wealth enables a data-driven orchestration of the compliance process that provides a holistic overview of clients. Regulatory reviews are expedited due to data centralization and the monitoring of internal tasks, which are assigned according to priorities. Compliance experts can design the review process and meet deadlines with the...

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by Appway
| 10/10/2019 12:00:00

Facing higher costs and declining margins, private bankers and wealth managers are increasingly under pressure. To escape the commodity trap, they must create new value for their customers. This market study provides first-hand customer insight on how they can become more effective in serving their existing clientele, as well as identify and develop future opportunities. The report is based on our research engagement with Scorpio Partnership (Aon), who interviewed 272 investors across the globe.

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