High-touch and High-tech

in wealth management:

striking the right balance

High-touch and High-tech in wealth management: striking the right balance

The wealth management industry has traditionally been slow to modernize, however recent world perturbations has either forced wealth managers to accelerate digitization or set it in motion in the first place. These changes can only turn out well for wealth managers though: the client preferences are rapidly shifting towards solutions employing robo-advisory or AI. The hi-tech shakedown in wealth management might be just around the corner – bringing benefits to both financial institutions and their clients.

The wealth management industry has traditionally been slow to modernize, however recent world perturbations has either forced wealth managers to accelerate digitization or set it in motion in the first place. These changes can only turn out well for wealth managers though: the client preferences are rapidly shifting towards solutions employing robo-advisory or AI. The hi-tech shakedown in wealth management might be just around the corner – bringing benefits to both financial institutions and their clients.

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High touch and high tech in wealth management: striking the right balance

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Here’s what you will find in our e-book:

  • Digital vs. traditional channels – what is the right balance?
  • Is wealth management still lagging behind other industries in terms of digitization and client-centricity?
  • How do banks start embracing the robo technology?
  • AI algorithms in finance, digitalization, the robo technology: the hot trends of wealth management
  • Why you should expect less from AI algorithms in finance

…and more!

Download the e-book and gain valuable knowledge about the hi-tech shakedown
in wealth management!

Here’s what you will find in our e-book:

  • Digital vs. traditional channels – what is the right balance?
  • Is wealth management still lagging behind other industries in terms of digitization and client-centricity?
  • How do banks start embracing the robo technology?
  • AI algorithms in finance, digitalization, the robo technology: the hot trends of wealth management
  • Why you should expect less from AI algorithms in finance

…and more!

Download the e-book and gain valuable knowledge about the hi-tech shakedown in wealth management!

About Comarch

Comarch one of the biggest IT company in Europe and carries out projects for the leading Polish and global brands in the most important sectors of the economy, including among other things telecommunications, finance, banking, and insurance, trade and services, infrastructure, public administration, industry, healthcare, and in the sector of small and medium-sized enterprises. Tens of thousands of well-known brands in over 100 countries on 6 continents have used Comarch services, among others: .: Allianz, Auchan, BNP Paribas Fortis, BP, Carrefour, Heathrow Airport, Heineken, ING and LG U+, Orange, Telefónica, T- Mobile, Vodafone.


Presently, the Company employs over 6,500 experts in over 90 offices in more than 30 countries, from Australia and Japan to the Middle East, Europe, and both Americas.

www.comarch.com

About Comarch

Comarch one of the biggest IT company in Europe and carries out projects for the leading Polish and global brands in the most important sectors of the economy, including among other things telecommunications, finance, banking, and insurance, trade and services, infrastructure, public administration, industry, healthcare, and in the sector of small and medium-sized enterprises. Tens of thousands of well-known brands in over 100 countries on 6 continents have used Comarch services, among others: .: Allianz, Auchan, BNP Paribas Fortis, BP, Carrefour, Heathrow Airport, Heineken, ING and LG U+, Orange, Telefónica, T- Mobile, Vodafone.

 

Presently, the Company employs over 6,500 experts in over 90 offices in more than 30 countries, from Australia and Japan to the Middle East, Europe, and both Americas.

www.comarch.com