News & articles

Towards augmented advice: better qualify your clients' savings profile

9 min

Why is it essential to train client relationship managers on new digital tools?

8 min

Implementation of agile digital solutions in the company: what strategies should be adopted in response to negative reactions?

7 min

Understanding risk aversion to support your clients better

9 min

How to get clients to switch from saving to investment

10 min

How do you offer truly personalised services?

8 min

How do you make investment a successful client experience?

7 min

How innovation facilitates client retention

7 min

Modernization of practices and information systems within insurance companies

8 min

Digital transformation of insurance companies

8 min

Seven ways to become the main bank for all your customers' financial needs

9 min

How automated solutions enable simple and transparent investment services

9 min

How cutting-edge technology is opening up access to new intelligent investment services

8 min

Differentiate your services to disrupt online banking

9 min

Keeping your customers loyal during the rapid rise of online banking

9 min

How insurance is preparing for a reimagined distribution model

7 min

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