The global focus on climate change and sustainability, combined with a growing group of socially conscious investors, is driving a shift toward investment options that incorporate ESG factors in the asset management sector. This shift offers firms an opportunity to drive AUM growth, but the road may be bumpy.
With one of the most turbulent years in history behind us, we are looking ahead into 2021 with cautious optimism. As the risk landscape continues to evolve, financial services executives can no longer rely on traditional, monolithic approaches. Today’s dynamic environment requires new methods and thinking. Businesses are facing increasing demands for digitization that comes with new risks. Economies face new lockdowns, and individuals are trying to figure out how to work in a new reality. Even if the COVID-19 vaccines are as successful as we all hope, there is still significant uncertainty in what lies ahead of us. Read on to learn more.
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FIs are focused on acquiring, developing, and retaining profitable business relationships with their clients. But how do relationship managers engage intelligently with them at every stage of the digital customer journey to build loyalty and gain their trust?