The Power of End-to-End Wealth Management

Around 80% of millennials will look for a new financial advisor after inheriting their parents’ wealth. In a very competitive environment with cost pressures, Wealth players have to deal with IT inefficiency, a changing investment climate and new generations of customers. Meet Alan, Head of Wealth Management at Trust Bank, who had the challenge of selecting a modern Wealth system, covering the full value chain, that could deliver a complete experience for all their clients and employees and differentiate their service. Alan explores the power of an end-to-end service to deliver proactive, timely and online investment advice to clients, and ESG investing services to help investors incorporate impact investing into their portfolios.