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Check6 Wealth Blog

How to improve the customer experience in your wealth management firm: an omnichannel approach.

Posted by Hella de Jong on Aug 26, 2020 4:15:00 PM

When you read or hear the word ‘omnichannel’ you might be thinking it has something to do with an omnivore and in a way it does. 'Omnichannel' is an approach or strategy that companies use to improve their customer experience.

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Topics: "wealth management", innovation, data management, wealth advisors, wealth reports, Trends

The World Wealth Report 2020 by Capgemini: What you need to know!

Posted by Hella de Jong on Jul 29, 2020 5:00:00 PM

Our last blog covered the trends for the year 2020, this blog will zoom in on the wealth changes from the year 2019 compared to 2018. The World Wealth Report 2020 from Capgemini is an excellent piece to gain insight in the world’s wealth.

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Topics: "wealth management", wealth advisors, impact investing, sustainability, Socially responsible investing, Trends

Top Trends in Wealth Management: 2020 (Capgemini Report)

Posted by Hella de Jong on Jul 1, 2020 12:15:00 PM

Capgemini published their top trends for 2020 and as a data company operating in the wealth management sector, the report is a must-read. Even though we’re already almost halfway of 2020, we’ve listed the nine trends mentioned in the report. What trends have you already seen?

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Topics: "wealth management", ESG, HNWI and UHNWI, wealth reports, Trends

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