Search Results | Showing 1 - 10 of 30 results for "digital engagement" |
| | ... services, research suggests. According to Praemium and Investment Trends' latest High-Net-Worth (HNW) report, digital engagement between advisers and their HNW clients is becoming increasingly important, particularly considering the next generation ... |
| | | ... of 150, Irene Guiamatsia, head of research at Investment Trends said. "This renders considerations of scale, digital engagement and the broader role of technology more pertinent than ever," she said. At last count, there were 15,708 authorised advisers ... |
| | | ... First State Super, VicSuper, WA Super, and State Plus, has positioned the $160 billion fund at the forefront of digital engagement within the superannuation sector. Stewart said: "Superannuation and pension funds are long overdue for digital transformation. ... |
| | | ... August. In the role, she will lead and manage the strategic and operational growth remit including customer and digital engagement for Crescent's group of companies. This includes Crescent Wealth, Crescent Finance, Crescent Foundation and Crescent ... |
| | | ... new risks or higher levels of existing risks," Longo said. "ASIC is working to better understand the use of digital engagement practices and maintain regulatory pace with these developments. Risk is part of the investment process, but entities need to ... |
| | | ... certain elements as well, electronic signatures and presenting the client's full financial network in a digital engagement portal." advice intelligence chief executive Jacqui Henderson agreed and said, particularly at the given moment where Zoom ... |
| | | Rest has appointed two senior leads to drive digital engagement and member insights respectively. Catherine Farrugia and Steven Ahn have joined the member engagement team. Farrugia joined in February as the new general manager of digital, responsible ... |
| | | ... announcement follows the closure of Citi's last physical branch in February 2020, as the global bank focuses on digital engagement for most banking interactions. Citi head of banking and wealth Gofram Chowdhury said despite customer preference for online ... |
| | | ... proven digital advice technology and the strong appetite from UK financial institutions for customer first digital engagement advice solutions make an exciting combination," Hempson said. "We look forward to bringing the UK market live digital advice ... |
| | | ... excited to be partnering with Summerhill, which is a future-led practice that understands the importance of both digital engagement and sustainable investment as part of their business strategy." Summerhill Financial founder Caroline Bell said she is ... |
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