ERI White Paper: Emerging Trends in Relationship Management

ERI White Paper: Emerging Trends in Relationship Management
(picture: ERI)

Generva – The world, post the financial crisis of 2008-09, has witnessed rapid growth in wealth of high net-worth investors (HNWI). This flood of money has created a sharper focus within the Wealth Management industry on protecting existing client relations through superior advice and bespoke relationship management services.

The Wealth Management industry is in the throes of a significant change, with a new wave of investors entering the market. New client expectations are centered around their exposure to the digital era and know-how of alternative investments. This involves investing in new hybrid relationship models, robo-advisory services and other exclusive customer oriented infrastructure. The other focus area for the Wealth Management industry is the evolving regulatory landscape. A consequence of these new regulation is the entry of low cost Fintech companies providing outsourced solutions. (ER(/mc/ps)

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About ERI
ERI is an international company specialising in the design, development, distribution and support of the integrated, real-time banking and wealth management software package: OLYMPIC Banking System®. Operating in many of the major financial centres, ERI is present in Geneva, Zurich, Lugano, London, Luxembourg, Singapore, and Paris.
ERI is focused on providing comprehensive, quality, software with effective system implementation assistance and efficient on-going maintenance and support for clients worldwide.
More than 300 banks and financial institutions across over 50 countries in Europe, the Middle East, Africa, the Americas and Asia have already chosen the OLYMPIC Banking System®.

Informations about ERI at monetas

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