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

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5 AREAS WHERE TECHNOLOGY MAY ADD VALUE TO WEALTH MANAGEMENT BUSINESS Anna Sacha, Comarch AG

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

Page 1: 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

Page 2: 5 Areas where technology may add value to the Wealth Management business
Page 3: 5 Areas where technology may add value to the Wealth Management business
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5 AREAS WHERE TECHNOLOGY MAY ADD VAUE

TO WEALTH MANAGEMENT

BUSINESS

1. EFFICIENCY

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5 AREAS WHERE TECHNOLOGY MAY

ADD VAUE TO WEALTH

MANAGEMENT BUSINESS

1. EFFICIENCY

2. COMMUNICATION

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5 AREAS WHERE TECHNOLOGY MAY

ADD VAUE TO WEALTH

MANAGEMENT BUSINESS

1. EFFICIENCY

2. COMMUNICATION

3. CLIENT LOYALTY &

PROACTIVITY

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Page 32: 5 Areas where technology may add value to the Wealth Management business

5 AREAS WHERE TECHNOLOGY MAY

ADD VAUE TO WEALTH

MANAGEMENT BUSINESS

1. EFFICIENCY

2. COMMUNICATION

3. CLIENT LOYALTY &

PROACTIVITY

4. DIGITALIZATION

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Page 34: 5 Areas where technology may add value to the Wealth Management business
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Page 36: 5 Areas where technology may add value to the Wealth Management business

5 AREAS WHERE TECHNOLOGY MAY

ADD VAUE TO WEALTH

MANAGEMENT BUSINESS

1. EFFICIENCY

2. COMMUNICATION

3. CLIENT LOYALTY &

PROACTIVITY

4. DIGITALIZATION

5. ECOSYSTEM

Page 37: 5 Areas where technology may add value to the Wealth Management business
Page 38: 5 Areas where technology may add value to the Wealth Management business
Page 39: 5 Areas where technology may add value to the Wealth Management business
Page 40: 5 Areas where technology may add value to the Wealth Management business
Page 41: 5 Areas where technology may add value to the Wealth Management business

5 AREAS WHERE TECHNOLOGY MAY

ADD VAUE TO WEALTH

MANAGEMENT BUSINESS

1. EFFICIENCY

2. COMMUNICATION

3. CLIENT LOYALTY &

PROACTIVITY

4. DIGITALIZATION

5. ECOSYSTEM

Page 42: 5 Areas where technology may add value to the Wealth Management business

THANK YOU!

WWW.WEALTHMANAGEMENT.COMARCH.COM


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