In order to fend off competition from fast-growing, venture-backed companies, banks and other incumbent financial services companies are increasingly investing in digital tools, including relationship management software, to augment their offerings in wealth management, general banking, and payments.
Even with the prevalence of AI and relationship management software, significant growth opportunities still remain in improving existing customer relationships for firms who leverage technology to reach consumers, identify cross-sell and upsell opportunities, and improve client and market data to make more informed business decisions.
This comprehensive white paper explores current industry trends, including how traditional banks need to react towards the emergence of fintech, and feature a Q&A from Michael Annet, Industry Head, and Nick Factor, Industry Director.
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