Sample blog

September 01, 2023
Enhancing customer engagement through open banking
September 01, 2023
Enhancing customer engagement through open banking
In today's rapidly evolving financial landscape, the concept of open banking has emerged as a transformative force, reshaping the way banks and insurance companies interact with their customers. Beyon […]
August 21, 2023
Sustainable finance : our 8 key learnings
August 21, 2023
Sustainable finance : our 8 key learnings
The world of sustainable (or impact) finance is constantly evolving, but one reality persists: almost 70% of financial institutions admit to being behind schedule in their quest to comply with current […]
July 12, 2022
Towards augmented advice: better qualify your clients' savings profile
July 12, 2022
Towards augmented advice: better qualify your clients' savings profile
Today, the "unicorns" of Tech, whether they are established like Paypal or still young like Deliveroo, swear by knowledge and customer relations. The famous personae (customer profiles) are at the cen […]
October 27, 2021
Why is it essential to train client relationship managers on new digital tools?
October 27, 2021
Why is it essential to train client relationship managers on new digital tools?
Everyone has a very specific idea of what a quality client journey is. Everyday we appreciate increasingly developed ‘customer experiences’ (mobile applications, e-commerce and video platforms). For f […]
October 27, 2021
Implementation of agile digital solutions in the company: what strategies should be adopted in response to negative reactions?
October 27, 2021
Implementation of agile digital solutions in the company: what strategies should be adopted in response to negative reactions?
Agile solutions come from the world of technology and are now developed in all fields. The reason is simple: they are perfectly suited to markets’ increasing fast developments.
October 27, 2021
Understanding risk aversion to support your clients better
October 27, 2021
Understanding risk aversion to support your clients better
“Be fearful when others are greedy. Be greedy when others are fearful.” This quote by Warren Buffet summarises his investment approach. For a financial advisor, it’s not always easy to get an idea abo […]