A Private Banking View episode 1
Environment, Financials, Clients, Digital, FinTech and Regulation force to reconsider efficiency, mindset, business model and differentiation…
It is no news that major trends are affecting wealth management industry. We have been talking about this for more than a decade in Switzerland. But now it is happening, stronger and faster. The financial crisis has been the trigger and everything which could have been prepared gently over 15 years is striking at the same time and within a few years, if not months. Not just in Switzerland.
if you truly serve clients needs well, you can get compliance for free
see major opportunities where others see threats and let paralyzed competitors floundering in your wake
After your reading, take the 2 minutes survey on “how to differentiate in this new era” and give your feed-back.
Want to know more about differentiation through client relationships? read episode 2 on 1to1 in Private Banking.
You may also want to read our article on Private banking, back to the future.