The New Customer Relationship In Wealth Management
June 21, 2021
In Articles
I am of a generation who can remember the time before you could take your smart phone from your pocket,...
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Wealth Managers- Do Your Customers Have A Positive Digital Experience?
June 8, 2021
In Videos
Contemi's Solutions Director, Amrik Sanghera talks about evolving customer expectations in the wealth management industry at The Securities Industry Conference...
Digital Client Onboarding: The Talk Of The Town
April 6, 2021
In Articles
Wealth Management and Private Banking companies are making significant investments to attract new customers. The first real test comes during...
Contemi Client Onboarding Solution
February 17, 2021
In Videos
https://vimeo.com/512524681 If you have any questions, email us at info@contemi.com ...
Twelve Powerful Wealth Management Trends. Twelve Opportunities In 2021. Are You Ready?
January 28, 2021
In Articles
After a turbulent year businesses are looking for some bulletproof guidance and inspiration, wealth management is no exception. There is no...
Democratisation Of Wealth Management – What Lies Ahead?
August 26, 2020
In Articles
The democratization of wealth management has been well underway for the past few years. With the global economic downturn and...
Client Portal: Providing Effective Customer Support In The Era Of Social Distancing
August 5, 2020
In Videos
https://vimeo.com/467667518 If you have any questions, email us at info@contemi.com ...
Wealthtech Talks: In Conversation With Contemi Solutions
July 7, 2020
In Videos
Hosted by – Stephen Wall, Co-founder, The Wealth Mosaic Presenter – William Rouse, Director UK & Europe – Contemi Solutions and Amrik Sanghera,...
Starting At Contemi Ui/Ux Design Team: An Insight From Caitlin Boyland
June 17, 2020
In Articles
I started out learning how UI/UX currently exists at Contemi Solutions — Here I share my experiences of joining Contemi...
The Benefits & Shortfalls Of Big Bang Vs Modular Approaches And What Firms Should Be Looking For When Assessing Their Options
May 6, 2020
In Videos
Hosted by – Goodacre Systems in The City Online FinTech Conference 2020 Presenter – William Rouse, Sales Director, Contemi Solutions Contemi’s Director- UK & Europe, William...