Tags
Client Portals
-
Wealth management client portals: The seven keys to create a compelling differentiated client experience
Wealth Managers’ reliance on their digital channels has grown significantly since the outbreak of COVID-19. Digital channels like Client Portals…
-
How to prioritize your investment in digital
In the second Digital Strategy article in the series, Kevin O’Shaughnessy, Joe Brown and Tom Goldwater look at where Digitization…
-
Client portals: Are they worth the investment?
Are client portals worth it? In our view, this question is more nuanced than before and is no longer a…
-
Hedge funds see 300% growth in digital client engagement
The COVID-19-induced lockdown has been the catalyst for an unprecedented spike in the adoption of digital channels by investors, including…