The trend in financial services is towards greater personalisation. Customers expect their banks to deliver the kind of experience they have become accustomed to when using the latest generation of apps such as Amazon and Netflix.
To offer bespoke investments on an execution-only basis, a bank needs a tech solution that automates the distribution of these products directly to customers through digital channels, while ensuring it adheres to the applicable regulations. Staying on the right side of the financial authorities is crucial to avoid severe punishments- last year the Comisión Nacional del Mercado de Valores (CNMV), the Spanish regulator, fined Deutsche Bank €3 million for mis-selling structured bonds.
Click the image below to read the full case study:
