16 February 2023
This week we explore how digital communication is shaping wealth management in the face of changing client-advisor expectations, the rise of the digital core in insurance and examine how ESG initiatives are gaining momentum with corporates. Meanwhile, we also take a look at how big data and analytics are reshaping financial services throughout the Asia-Pacific region.
Celent: Perfecting client onboarding for wealth managers
Onboarding is an area of wealth management primed for innovation. Amidst changing client-advisor expectations for hybrid communication styles and digital channels, now is the time to make changes.
Coalition Greenwich: Technology investments top of mind for wealth managers
This report examines the technology imperatives for wealth management firms to help them win and retain clients and deliver return on investment.
Forrester: Digital brand experiences to become more invisible and immersive
Brand experiences are expected to become more invisible and anticipatory, as companies get better at meeting customer needs proactively and in real-time. This will result in fewer but more meaningful and seamless customer interactions.
Gartner: Four must-have technology trends for finance in 2023
CFOs should consider four key technologies when building their technology and investment strategy: cloud-native platforms, composable applications, hyper-automation and decision intelligence.
IDC: Prerequisites for digital core adoption by insurers The rise of digital core in insurance - the road to modernization
There are principles and methods that insurance companies should consider while creating their strategy to transform their legacy core. The time is now for insurers to act.
Aite-Novarica: ESG initiatives growing in corporate sector
ESG initiatives are gaining popularity within the corporate sector, particularly in "green investing" due to increased consumer and investor demand, and recognition of potential business opportunities.
IDC: Big data and analytics usage in Asia-Pacific financial services
Financial institutions in APAC are using big data and analytics to derive key insights from their data. Investments in AI and machine learning, robotic process automation and cloud are key.
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