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With the Design Sprint by GAMBIT, we made tangible progress on the sustainable investment: at the end of the 5-day Design Sprint, we presented the project sponsors with a clickable prototype based on in- depth reflections on the recommendation algorithm while taking into account the legal concepts. The methodology helped the project to run smoothly!
Identifying the challenges you face
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Adapting to regulatory changes -
Embracing digitalization -
Competing with independent advisors
Adapting to regulatory changes
Wealth managers must continuously adapt to evolving regulations, such as RIS requirements, which add complexity and demand vigilance in compliance. Ensuring that these changes are seamlessly integrated into existing processes is essential to maintain operational efficiency and avoid penalties.
Embracing digitalization
Digital transformation is crucial for reducing costs and engaging younger clients who expect comprehensive digital access to their investments. However, this shift often leads to less personal interaction, making it more challenging to demonstrate the value of services. Striking the right balance between digital solutions and personalized service is key to retaining client trust.
Competing with independent advisors
The rise of independent advisors presents both a challenge and an opportunity. While clients increasingly seek personalized advice, wealth managers must rethink their operational models to stay competitive. Leveraging InvestTech solutions can help firms capitalize on this demand and enhance their service offerings to meet evolving client expectations.
What our clients think of our Gambit Solutions
Diederik Ampoorter
Pierre Couillard
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