The Findings
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HOW TO GO ABOUT PUTTING BRAND VALUES INTO PRACTICE?
True differentiation can be a challenge for organisations so defining and communicating brand values is omnipotent. Yet identifying these values and ensuring they permeate the organisation can be challenging. It is essential that leadership teams demonstrate clear brand values and ensure these are embedded into the culture of the firm to enhance customer loyalty in a challenging market place.
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HOW TO TURN THE REGULATORY DEMANDS MADE BY MIFID II INTO A POSITIVE OPPORTUNITY TO REVIEW YOUR BUSINESS PRACTICES?
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If content is king, what is the future of content marketing and client segmentation?
Simply producing a lot of marketing content and distributing it to all your clients/prospects will no longer work
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IF IT AIN’T BROKE, IT CAN PROBABLY STILL BE FIXED. INNOVATION IN WEALTH: IS IT MORE IMPORTANT TO EMBRACE NEW TECHNOLOGIES OR IMPROVE EXISTING PROCESSE
Technology is clearly opening up vast opportunities for wealth managers and private banks globally, helping to drive economies of scale, business efficiencies and honing the client experience. However the success of all of this is still dependent on a critical factor – the people both within the firm, and those of the technology provider, and the role they play, successful or otherwise, in using to technology to innovate and grow the business. The technology alone cannot achieve end goals without the right people to support its use.
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In a world of vertical integration, where does value sit in the value chain and how will this change?
A look at the different parts of the value chain to understand: Who will be the winners and losers? What are the evolving risk and pricing models? What will the impact of sub-advisory, commoditisation and competition be? How you demonstrate value? Where are the gaps and what needs are not currently being met?