Owen James and Dorsum brought together COOs, CEOs, and leading consultancy management firms from the UK wealth management market to discuss how wealth managers and private banks can successfully implement a digital client portal. The objective was to go through the main benefits, discuss the challenges, and see a ‘real life’ example through Dorsum’s client portal project with Sarasin & Partners; how a portal can help grow business, and what the most important factors are with implementation. Our white paper highlights the most important learnings and experiences that the participants brought into the discussion.
Here are some of our key findings:
If you would like to learn more download our free white paper.