The wealth management industry has always relied heavily on direct relations between the adviser and the client, hence the development of digital tools was not always a priority for many companies. However, the pandemic – significantly limiting the possibility of face-to-face meetings – has made the need to provide customer-oriented remote services the focus of wealth management service providers emphasised Maciej Swiderek, Dorsum’s Country Manager for Poland on Alebank.pl. In his recent article he identified the five key areas that wealth management service providers should focus on in order to successfully complete the digital transformation process.
Click here to read his Polish article.
