About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Briefs

Finantix Reviews Wealth Managers’ Digital Client Acquisition

Subscribe to our newsletter

Finantix has released the results of a wealth management market survey, ‘New Client Acquisition: How can technology drive sales effectiveness in wealth management’. The survey shows a shift by wealth managers towards a more digital approach to client acquisition: 87% said they will increase digital lead generation in the next 24 months, with 54% making the digital route top priority. Some 75% of tier one multi-market mangers are prioritising digital lead generation, compared to 33% of single-market firms. There is also increasing need for technologies to help build a single view of each client and prospect and drive personalised insights.

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Potential and pitfalls of large language models and generative AI apps

Date: 7 November 2023 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Large language models (LLMs) and Generative AI applications are a hot topic in financial services, with vendors offering solutions, financial institutions adopting the technologies, and sceptics questioning their outcomes. That said, they are here to stay, and it may...

BLOG

Fenergo Combines KYC and Transaction Compliance to Provide Real-Time Customer Intelligence

Fenergo has released KYC & Transaction Compliance, an offering for fintechs – and later financial institutions – that combines the company’s KYC and transaction monitoring solutions to provide a single, integrated SaaS solution that continuously monitors customer profiles and detects suspicious transaction activities, including money laundering and terrorist financing, in real time. KYC & Transaction...

EVENT

Data Management Summit New York City

Now in its 14th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Practicalities of Working with the Global LEI

This special report accompanies a webinar we held on the popular topic of The Practicalities of Working with the Global LEI, discussing the current thinking around best practices for entity identification and data management. You can register here to get immediate access to the Special Report.