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Empowering advisers: enriching client flexibility and personalisation through structured products

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Revolutionising Investment Offerings

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Personalised Structured Deposits for Banks

Offering what the customer wants or fits their risk profile is the pinnacle of investment propositions. To do so, a financial institution must: Profile a customer, including their risk appetite Decide what type of products and level of capital protection meets the customer’s needs Assess the regulatory framework and internal governance Structure and issue products...

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by Futora
| 04/03/2024 14:00:00

Within the realm of wealth management, advisors play a pivotal role in shaping the customer journey, serving as the primary point of contact for clients throughout their relationship. The delivery of an exceptional experience not only enhances the value of this relationship but also cultivates enduring loyalty. With an increasing demand for flexibility and personalisation, structured products have emerged as a good investment offering opportunity.

 

Read the full article here: https://www.thewealthmosaic.com/vendors/futora/blogs/how-advisers-can-use-structured-products-to-offer-/

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