Navigating the Future of Wealth Management Ebook

Unlock the Future of Wealth Management with Our Ebook!

In recent years, competition in banking and wealth management moved far away from traditional customer-servicing towards meeting individual customer needs and interests, as well as considering factors such as varying convenience and lifestyle. That requires utilization of customer data and feedback, which wealth managers mainly gather during personal meetings with their customers.

If you would like to:

Gain insights into the necessity of adopting cutting-edge technologies to stay at the forefront of global digital transformations in financial institutions
Support diverse needs and visions in wealth management software, whether it's robo-advisory, artificial intelligence, sustainability, or hybrid customer service
Uncover the core concept of customer-centricity and how it forms the foundation of successful wealth management strategies
Discover the various elements – robo-advisory, AI, sustainability – converging towards a singular purpose

and many more…

Start Your Journey Today – Get your ebook now!

Download the ebook

* Required fields

First name*

Last name*

Work e-mail*

Work phone number

Company name*

Country*

Check all consents

I consent to being contacted by representatives of the Comarch Group companies via the email address, to send commercial information including direct marketing. Learn more

Your consent is being requested under the provisions of electronic communication law to allow our representatives to contact you by an email message. You can withdraw your consent at any time. Withdrawal of consent does not affect the lawfulness of previously undertaken contacts. In this case your personal data will be processed by companies of the Comarch Group based on their legitimate interests. Learn more about the processing of personal data by the Comarch Group companies.

I consent to being contacted by representatives of the Comarch Group companies via the telephone number, to provide commercial information including direct marketing. Learn more

Your consent is being requested under the provisions of electronic communication law to allow our representatives to contact you by a telephone call. You can withdraw your consent at any time. Withdrawal of consent does not affect the lawfulness of previously undertaken contacts. In this case your personal data will be processed by companies of the Comarch Group based on their legitimate interests. Learn more about the processing of personal data by the Comarch Group companies.

I consent to receiving a newsletter from the Comarch Group companies. Learn more

Based on this consent your personal data will be processed by companies of the Comarch Group to send you a newsletter. You can withdraw your consent at any time, but remember that this will not affect the lawfulness of data processing based on the consent before its withdrawal. Your consent is being requested under the personal data protection regulations and electronic communications law.. By giving this consent, you agree to receive – via the email– unsolicited commercial and direct marketing communications contained in our newsletter. Learn more about the processing of personal data by the Comarch Group companies.

You can withdraw your consent at any time. Withdrawal of consent does not affect the lawfulness of previously undertaken contacts and data processing carried out on the basis of consent before its withdrawal.

By submitting this form, you give us access to your personal data. Read about: The processing of your data by companies of the Comarch Group and your rights as the data subject.