Business resilience and customer-centric experience are two of the biggest challenges most industries are facing since digitalization became part of our day-to-day routine. The economically active population is shifting the B2B decision making process to Millennials. On the other hand, from a B2C perspective Gen Z is starting to consider investing in their early 20s to take advantage of...

What is personalized banking, and how does it create new opportunities for up- and cross-selling? Here are a few key things to know.

How do customers view self service banking? Let’s explore this option from both B2C and B2B perspectives.

What can commercial businesses do to retain their clients and extend that customer journey?

Published February 2022. Updated February 2023.

Digital Transformation has come for the Wealth Management industry and no firm will be left untouched. The Great Wealth Transfer is looming. Massive client behavior changes have already started. Intensifying competition and new start ups are putting the pressure on. Firms have a lot of work to do.  Wealth Management organizations gain a competitive advantage when they place...