01 February 2023
In this week’s newsletter, we look at how banks can improve in-branch customer and employee experiences, how asset managers can deliver better client experiences with data, and why US wealth managers need to rethink operating models. We also consider the technology investments financial institutions can make to modernise risk functions, the vendor landscape for enterprise GRC and internal audit solutions, and discover what’s driving fintech collaboration for corporate banks.
IDC: Reinventing the bank branch in the digital age
To improve modern customer and employee experiences at branches, financial institutions must commit to modernisation strategies that improve processes and increase operational efficiencies.
Cutter: Improving client experience in asset management
To ensure a more personalised relationship with clients, asset managers must seek to enhance the client experience by investing in data and digitisation.
McKinsey: US wealth managers urged to rethink operating models
With a decade of favourable macroeconomic conditions coming to an end, US wealth managers must be bold and invest in growth early to reenergise in 2023.
Celent: Financial institutions to modernise risk functions
Over the coming year, financial institutions are expected to invest in advanced technologies to help mitigate risk. Advanced data management, AI, and cloud delivery will be key.
Chartis: Standout enterprise GRC and internal audit solutions vendors
This report provides a granular breakdown of solutions for enterprise governance, risk management and compliance (GRC) and internal auditing to help financial services firms select the right vendors.
Mercator Advisory Group: Corporate banking and fintech collaboration on the rise
This report examines the importance of fintech collaboration in the corporate banking space, with a focus on products and services related to corporate transaction banking.
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