FinancialServices – Jordan Gall

Why Wealth Management Firms need to Digitise their Value Chain

by Jordan Gall May 23, 2025May 21, 2025Comments are Disabled

In the current landscape, the need for widespread digital transformation within the wealth management industry has become a necessity. The number of younger people engaging with financial services is on the rise, and with this generational shift comes the expectation of real-time access and management of their investments. Regulatory pressures are also pushing for a …

4 Ways Digital Transformation Will Improve Your Financial Services Business

by Jordan Gall May 21, 2025May 21, 2025Comments are Disabled

Digital transformation is no longer optional; it is a critical component of development strategies for any wealth management business. This transformation goes beyond a simple software upgrade and involves the creation of new operational processes that revolutionise company culture and customer experience. In the financial sector in particular, this encompasses everything from asset management platforms …