Good article here about some key points that firms may want to note on the path to their essential digital futures…
What I see as being the most important being point 2, that of essentially putting the customer at the centre. For many product orientated organisations this can be a real struggle to even contemplate with strong cultures of product definition and boundaries.
With investment management this is often increasingly challenged with the concept of fund centric operations where by definition the customer is ‘on the outside’.
Financial Simplicity has been working on this for over 10 years now, and to understand how to make this shift, drop us a line..