The Banker's Fresh Perspectives, in association with Finantix, looks at barriers to the success of digital initiatives to improve customer engagement in wealth management, as identified in the most recent Finantix Market Survey, and how artificial intelligence and deep sector knowledge can help banks and wealth managers improve relationship management.

Wealth managers and banks are coming under greater cost pressures, as well as increased competition from roboadvisors. The old model of customer engagement, with annual reviews and occasional touch points when new products are rolled out, is not sufficient to provide added value to the client. But with the advent of artificial intelligence and deep sector knowledge, a new model - based on improved customer experience with personal, relevant, timely and actionable information - can deliver a customer-first perspective, generating touch points when the client requires.

In conversation with:

Alessandro Tonchia, Head of Strategy and Co-Founder of Finantix



All fields are mandatory

The Banker is a service from the Financial Times. The Financial Times Ltd takes your privacy seriously.

Choose how you want us to contact you.

Invites and Offers from The Banker

Receive exclusive personalised event invitations, carefully curated offers and promotions from The Banker

For more information about how we use your data, please refer to our privacy and cookie policies.

Terms and conditions

Redefining Your Client Engagement Model. Discover why it’s imperative. And how to make it happen

Highly engaged clients are more loyal. They are more active as referral sources. And they are more open to new investment ideas. How can technology re-define – and re-energise – your client engagement practice?

Download the whitepaper

Register to receive The Banker weekly e-newsletter and 3 free monthly views

The Banker provides economic and financial intelligence for the world's financial sector and has built a reputation for objective and incisive reporting. The Banker strives to stimulate and inform, offering an unparalleled outlook with a wide range of news, features, analysis and interviews, and in-depth coverage of all the key issues facing the financial sector.

Register today to receive The Banker weekly e-newsletter and 3 free monthly views

Request a demonstration to The Banker Database

Join our community

The Banker on Twitter