Personalising Banking CX: the ‘next normal’
COVID-19 will undoubtedly continue to have further effects and in this scenario, leading banking executives need to prepare for the ‘next normal’.
Can you deliver a truly personal service without automation?
A hybrid approach, which combines the best of robo-solutions with the high-touch personal service of wealth managers moves the conversation forward.
Conversational UX, personalisation and the competitive threat of big tech
CREALOGIX discuss how conversational UX could be designed to benefit investment management.
Client attitudes to digital wealth services
The provision of digital wealth services to support the in-person support has increased in importance this year – CREALOGIX Report.
Conversational Banking: Higher closing rates – seamless communication with customers
CREALOGIX pointed out that financial institutions can use Conversational Banking to communicate digitally with their customers.
Empowering digital wealth clients with impact criteria
This is a rapidly accelerating customer demand theme in wealth and investment management worldwide and something financial institutions cannot ignore.
Millennials, not baby boomers, are the future for digital wealth platforms
A new study examining consumer preferences has found that robo-advice and automated investment management services are overwhelmingly more popular with younger investors. Millennials, those currently in their 20s and mid-30s, are three times more likely to use automated investment services such as robo-advice compared to baby boomers, according to research by Crealogix. The study of 1,200 UK consumers commissioned by Crealogix, which provides digital banking solutions, found younger generational groups, in particular millennials, are substantially more open to automated financial advice and investment management when compared to more mature age groups. Just 23 per cent of baby boomers, those born between 1946 and 1964, are open to receiving a digital […]
