Laura Wilkinson, Sales Lead, APAC, at CurrencyCloud, met with us to talk about how technology can greatly benefit wealth management solutions by automating the processes in the client’s lifecycle.
Wilkinson emphasises how technology should be at the forefront of every wealth service’s mind and use innovation to differentiate their offerings. She suggests some ways in which firms can approach this differentiation process, categorising the actions into two buckets: client-facing and behind the scenes.
Click the image below to watch the full video and learn more about the actions that can help improve your services.
