Category: Blogs

Digital sales strategies for Wealth Management; Part one Marketing Automation

How can we switch from an analog to a digital sales strategy? Digital sales start with a good website...

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MiFID II concerned continued suitability of the proposed products for the client and a perfect foundation for CRM implementation.

Wealth managers deserved MiFID II, but MiFID II is not necessarily bad. MiFID is a perfect foundation for a...

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Why building a know your customer solution yourself is not an option

A blog about why building your own know your customer solution or application is not an option.

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New laws and regulation; distraction or reason to focus on customers again?

Are the new laws and regulations such as the GDPR and MiFID II a distraction or a reason to...

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SCOPE KYC Cloud Portal; integration with other systems

How SCOPE KYC integrates with other systems and what benefits this offers to the overall quality of the client...

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