Our take on developments in the Asset and Wealth Management industry.
Digital-first investor experience.
Know, what your investors think.
Connected data, on one Cloud.
Integrate with anything
$30bn: the cost of bad customer experience
A different perspective
A looming communications crisis
An industry ripe for disruption
Are Asset Managers ready for a downturn?
Are Wealth Managers tired of innovation?
Behavioural data - the key to customer experience
Build trust on every touchpoint
Decouple data and experience
Measuring your Data under Management
5 steps to improve your Data under Management
5 trends for investment brands in 2020
Realising the hidden value of data
Reimagine the investor experience
Scaling up - but not dumbing down
Secure portals for Institutional Investors
Standing on the shoulders of giants
What can you expect from the Invessed platform?
What challenges do Wealth Managers face?
What is the vision that drives Invessed?
AFH Wealth Management
London & Capital