What are the "hot topics" in terms of trends and technology?
CREALOGIX UK CEO David Joyce considers the impact on wealth management firms of the pandemic and subsequent lockdowns.
Crystal ball-gazing is prevalent at the start of any new year, but it certainly isn’t easy in 2021.
Personalisation has never been more important for financial institutions.
The economic impact of the COVID-19 pandemic will undoubtedly continue to have further effects as the situation evolves.
CREALOGIX recently collaborated with Compeer on some research analysing the attitudes of the C-Suite to digital solutions in wealth management.
When we speak to wealth management firms about robo-advice, a common reaction is to dismiss it as a fad that will never replace personal service.
For banks, digital and mobile banking is currently the most important touchpoint for client contact.
CREALOGIX recently collaborated with Compeer, the leading City of London specialist research group on an extensive survey of 500 HNWIs to find out their perception of the service they have received this year.
In August, we pointed out that financial institutions can use Conversational Banking to communicate digitally with their customers and therefore ensure a seamless narrative across all channels.
At CREALOGIX, we work in partnership with our clients and at the top of our list of priorities is to listen to their views.
CREALOGIX teams spend a lot of time discussing digital strategy with management in the world's leading financial institutions.
Just as communication using messaging apps has led to less reliance on email, we are also witnessing a further development in digital banking of a similar kind: mobile banking using an app is being supplemented by conversational banking.
A financial institution can score a massive competitive advantage if it begins a conversation with the potential client at this early stage.
CREALOGIX recently collaborated with Compeer, the leading City of London specialist research group on an extensive survey of 500 HNWIs to find out their perception of the service they have received this year.

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Our innovative technology and unrivalled expertise combine to fast-track digital banking and wealth management customer engagement.

CREALOGIX works with leading global banks and wealth management firms, empowering them to provide a modern self-service user experience to their end customers, and more easily integrate differentiating fintech features. The ability to accelerate innovation with secure and well-designed solutions helps financial brands improve efficiencies, increase customer satisfaction, and attract new growth through digital channels. As a pure-play digital banking engagement platform developer, CREALOGIX has over 25 years’ experience focusing on delivering proven customer-centric systems to hundreds of the world’s leading financial institutions.

For more information, visit www.crealogix.com/en