Bridging digital gaps in wealth management: how to keep up with client expectations
- 34 mins
Episode 26 of Banking Reinvented explores the evolving landscape of private banking and wealth management, focusing on how financial institutions can address shifting customer expectations.
In this episode, host Tim Rutten sits down with Lennart Asshoff, Product Director of Wealth at Backbase, to discuss how private banks and wealth managers can complement traditional, relationship manager-driven services with whiteglove digital experiences. They discuss the challenges faced by institutions still operating with high cost-to-serve models and legacy systems.
Tune in to learn how private banks and wealth managers can progressively modernize their systems to provide the digital experiences their clients demand.
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Host
Tim Rutten
Chief Marketing Officer, Backbase
Guest
Lennart Asshoff
Product Director Wealth, Backbase