Having worked with some of the world’s leading wealth and finance management firms, Mubaloo’s consultancy director, Juan Pablo Luchetti, spoke to BankNXT recently. The discussion focused on the way these companies have changed their business strategies as a result of mobile and the considerations companies need to address when implementing their own mobile solutions.
‘In 2015, wealth management firms realised how instrumental new technologies, and specifically mobile, are to remaining competitive and retaining clients in the current marketplace’ according to Juan Pablo.
Over the past 14 months, independent financial advisers, wealth managers and financial planners have been increasingly looking to differentiate their services and provide clients with self service capabilities. Mobile apps have helped wealth management firms to provide an enhanced level of service and encourage long term customer engagement.
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