Closing the CX Gap
28 Jun 2022Wealth management organisations can bridge the customer experience gap to improve revenue. Here's how.
Wealth management organisations can bridge the customer experience gap to improve revenue. Here's how.
A renewed interest in tax aware investing is being driven by superannuation funds that are committed to delivering the best outcomes for members and succeeding on their Your Future, Your Super (YFYS) performance test outcomes.
In financial services, it's a designer's role to structure and translate complex processes that shape a user’s experience and interaction. Here are some design principals to improve the sign up and onboarding experience for banking and lending institutions.
Digital transformation has become central to our wealth management experience, leaving providers with the challenge of rapidly transforming their propositions to match expanding expectations.
Understand why a unified solution for all investment products reduces costs for providers and simplifies administration for financial advisors, enabling them to spend more time focusing on their clients.
Read how the SuperStream landscape for SMSFs has changed, starting with background on the reasoning behind the legislation being brought in, and how the government initiative helps automate the superannuation industry to become more efficient.
The superannuation sector has seen a multitude of changes driven by regulation, developments in technology, and evolving expectations for the type of service that members want from providers. We look at how firms can embrace changing market dynamics using cost-effective modern technology.
Orla Fourie sets out her top tips for ensuring success with fintech implementations, based on over 20 years of industry experience in client delivery and implementations.
Sean Fannin, GBST’s Technical Legislation Consultant reviews the latest legislation that could affect wealth management administration platforms.
GBST's Head of Product, Andrew Boniface, talks about the immense potential of IoT on the wealth management industry.