Category: Blog

Intro Effectively retaining existing customers and attracting new prospects is critical to sustained success in the financial services industry. Online tools play a central role in supporting customer retention and lead generation strategies. Activating existing customers is seen as a...

Let's compare modern strategic asset allocation methodologies with the approach historically used to optimise the strategic asset allocation.

Read the press release to learn how Quiring Privatbank uses the 3rd-eyes analytics digital wealth platform for its client advisory servicesClient-centric sales management is vital in wealth management: it combines the requirements of clients with the needs of wealth managers.

We asked ChatGPT what the difference is between financial planning, cash flow planning and goal-based investing.

Goal-based investing represents the next level of client-centricity. We define the key functions that separate it from financial or cash flow planning.

It is essential to consider the impact of inflation and climate change in wealth planning.

We believe that goal-based advice is superior to any other form of investment advice as clients always have financial goals.

Financial planning is highly valued by clients. However, they often miss advice that combines "financial planning" and "investment advice".