CREALOGIX
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Financial institutions are currently upgrading in the area of mobile and digital banking, creating ecosystems and launching digital second brands. A basic condition for fast and modern services is the availability of data.

Our regular Clubhouse sessions, The FinTech Break, see experts tackle the hottest topics in the industry. We’ve put together an overview containing some of the highlights and insights from the sessions we had in April.

Going digital is not a minor or one-off project for an investment or wealth management firm. A successful strategy is one which involves all the stakeholders – across the front office and clients services as well as in technical or IT roles.

The elimination of paper within an organisation has proven benefits in terms of efficiency gains and cost-savings.

Businesses and individuals today can benefit from a growing number of funding products such as start-up loans and housing promotion. The demand is increasing but the application process is often seen as complicated, with limited digitalisation and a high degree of regulation.

Our series on Clubhouse, The FinTech Break, is a chance for industry experts to discuss some of the most pressing issues in the industry. We’ve put together an overview containing some of the highlights and insights from the sessions we had in March.

Whether it’s the positive opportunities of digitalisation or tackling the crescendo of competitive threats from digitally-native challengers, the wealth & investing industry is now at the start of a decade-long race to go digital.

With financial firms increasingly focused on improving user experience (UX) across a variety of digital channels, crafting a sensible digital banking strategy has understandably become more complex.

Our regular Clubhouse sessions, The FinTech Break, see industry experts tackle the hottest topics in the industry.

Open banking – access to customer and transaction data for third parties – has fundamentally changed the landscape for financial institutions.

What are the "hot topics" in terms of trends and technology? And what solutions are banks looking for to grow through digital innovation?

CREALOGIX UK CEO David Joyce considers the impact on wealth management firms of the pandemic and subsequent lockdowns.