5 Areas where technology may add value to the Wealth Management business

Post on 15-Apr-2017

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Transcript of 5 Areas where technology may add value to the Wealth Management business

5 AREAS WHERE TECHNOLOGY MAY ADD VALUE TO

WEALTH MANAGEMENT BUSINESS

Anna Sacha, Comarch AG

5 AREAS WHERE TECHNOLOGY MAY ADD VAUE

TO WEALTH MANAGEMENT

BUSINESS

1. EFFICIENCY

5 AREAS WHERE TECHNOLOGY MAY

ADD VAUE TO WEALTH

MANAGEMENT BUSINESS

1. EFFICIENCY

2. COMMUNICATION

5 AREAS WHERE TECHNOLOGY MAY

ADD VAUE TO WEALTH

MANAGEMENT BUSINESS

1. EFFICIENCY

2. COMMUNICATION

3. CLIENT LOYALTY &

PROACTIVITY

5 AREAS WHERE TECHNOLOGY MAY

ADD VAUE TO WEALTH

MANAGEMENT BUSINESS

1. EFFICIENCY

2. COMMUNICATION

3. CLIENT LOYALTY &

PROACTIVITY

4. DIGITALIZATION

5 AREAS WHERE TECHNOLOGY MAY

ADD VAUE TO WEALTH

MANAGEMENT BUSINESS

1. EFFICIENCY

2. COMMUNICATION

3. CLIENT LOYALTY &

PROACTIVITY

4. DIGITALIZATION

5. ECOSYSTEM

5 AREAS WHERE TECHNOLOGY MAY

ADD VAUE TO WEALTH

MANAGEMENT BUSINESS

1. EFFICIENCY

2. COMMUNICATION

3. CLIENT LOYALTY &

PROACTIVITY

4. DIGITALIZATION

5. ECOSYSTEM

THANK YOU!

WWW.WEALTHMANAGEMENT.COMARCH.COM