Category: Blogs

Digital Sales Strategies; Welcome new clients in our client portal  

Why is the best solution for storing customer information a client portal in a secure cloud environment?

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How to give suitable advice

When developing professional skills of advisors, skills concerning understanding the customer and properly informing him are given less attention

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Upgrade your know your customer inventory

Tips to upgrade your KYC inventory. Read about which information needs to be registered en how you can structure...

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Comply with GDPR requirements with help from the local government

Gathering information from the government used for tax purposes saves both the client and the wealth manager a lot...

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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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