By combining robotic process automation with artificial intelligence, financial firms will be able to free up their staff to really focus on clients, claims Zeynep Hizir from SS&C Technologies
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Fintech on Friday: Why intelligent automation can lead to a better client experience
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The evolving role of leadership in the post-pandemic world
PWM’s latest research finds leaders overwhelmingly believe they must govern with a strong moral compass and lead by example, while following a clear long-term strategy
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True diversity and inclusion all about culture, not quotas
Leaders across financial services firms are determined to build more diverse workplaces although many are frustrated by the progress
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Mentorship helps Asian and African women to power ahead
Encouraging rising talent is crucial to helping women break the glass ceiling
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Time for wealth industry to re-evaluate client relationships
Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business
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Gina Miller: boost equality to boost returns
Gina Miller discusses how the financial services industry needs to do more to promote equality, if it wants to reap the rewards of attracting and retaining top talent
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Five ways to know if a wealth manager has a client-centric culture
Wealth management firms must identify what is most important to clients and work towards addressing those priorities
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Winning new business amid social restrictions
As developing trust through personal contact is crucial to acquiring new clients, Covid-era advisers are having to learn new technology-aided techniques to help them expand their business book
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Should we fear post-pandemic inflation?
Two investors go head-to-head, arguing whether or not we should fear inflation after Covid-19
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Asia’s rich spur wealth management expansion
Asia’s wealth management sector is booming as a new generation of investors comes forward
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