Blog / Industry

We've compiled the three most-read articles from our thought leaders in 2018 - and what they have to say is still highly relevant for financial business leaders as we head into 2019.

 

The future of advice: it's personal

A decisive shift towards a personalised financial advice model will happen within the next few years and planning for it is critical.


This insightful article from our CEO Andrew Walsh is still very relevant as financial advisers, brokers, wealth and investment managers assess their position for the long term.

 

4 min read >

 

How to master the digital client experience

As we look ahead to 2020, wealth managers must master the digital client experience or risk becoming increasingly irrelevant to consumers.

 

This practical piece from our Group Product Executive Aaron Knowles asks some important questions like whether the digital propositions currently offered by wealth managers are enough and how you can achieve the next level of digital engagement to win clients' trust, business and loyalty.

 

4 min read >

 

Breaking bad data

In 2018, regulation put data firmly in the spotlight. But multiple data sources and systems mean data is still a major problem for most businesses and must be made a priority in 2019.

 

In this article our CEO Andrew Walsh gives an insight into one of his greatest frustrations - when bad data happens to good businesses - and why they must look beyond data for protection and compliance to get data advantage.

 

3 min read >

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