Publishing our new white paper, focusing on Remote services in wealth management

white paper remote services

“Digitalization” has been the most frequently used buzzword in every industry for the past two decades, applied to every service, product, workflow or process, without exception. It has often led to unexpected, enormous leaps in the way society works, the way people perceive the world, and in turn, how businesses operate, changing well-established traditions and practices almost overnight.

One of these leaps came faster than anyone expected: the transition to remote services in a socially isolated world. The sudden change of constricting the general population of the world into mandatory domestic isolation brought the necessity of providing customer centric remote services into the spotlight for every player in the industry.

This need for remote service opportunities has been on the rise for years now for clients getting used to digital communication channels and digital store-fronts, but traditional financial institutions, – despite spending billions on pilot projects – have been slow to develop user friendly digital solutions to substitute in-person client meetings, contract signatures or hour-long phone calls. Though the willingness to change and to keep-up with technology has been the subject of many a meeting ever since the emergence of the disruptor banks, the consequences of not being able to catch up in time will now be felt harder than ever, first-hand.

Today, it became more important than ever to maintain our social connections through digital solutions. Not only for our personal contacts, but for almost every service in the world. As remote customer experiences become more common, the way banks offer their services must also change. This change was always inevitable, but the abrupt change in our everyday interaction with the outside world highlights the challenges that banks must quickly overcome, to prevent customer churn.

However, while we can see some improvement in retail banking, the wealth management segment still lacks the necessary solutions. This is why we examined the necessity of having to offer traditional services remotely, in our newest white paper, focusing on five key elements of digitization in a remote service world such as:

  1. The digital onboarding experience
  2. The online customer relationship management
  3. The paperless work processes
  4. The innovations that automation can provide
  5. The importance of secure communication channels

Moreover, we examined the decline of physical branches and the rise of digital solutions, the necessity of having to offer traditional services remotely, with a deep dive into the five focus areas outlined above, concluding with our solution proposals.

Read our new white paper and find out more!

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WHY CHOOSE DORSUM

OUR CORE COMPETENCIES

20 years of experience ikon
20 YEARS OF EXPERIENCE
The company was established in 1996 and since that it has grown from a few employees into an organization with a staff of 300 for delivering integrated investments IT solutions.
Experienced project team ikon
EXPERIENCED PROJECT TEAM
We have an experienced project team, with team members working at Dorsum almost since the beginning, gaining a lot of experience in multinational and broad projects.
Continuous product innovation ikon
CONTINUOUS PRODUCT INNOVATION
We are delivering solutions based on the trends we monitor and on the knowledge we gathered over the decades. We listen to our customers to create innovative solutions.
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LONG TERM SUPPORT AND PARTNERSHIP
We support our clients by offering them unique cooperation throughout the lifecycle of the products, managing expectations in terms of functionality, time and budget.

WOULD YOU LIKE TO LEARN MORE?

Simply write us a message and we will be in contact with you soon!

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