This month, Reef was featured in a variety of publications discussing the digital transformation of the financial services industry. Here’s a quick roundup
ESG and the importance of ‘Digital Hospitality’ for wealth management published on Finance Derivative page 52-53 Highlights how improving offline client meetings with digital hospitality aligns with ESG goals.
Utilising technology to power up investor relations published on Professional Wealth Management on technology that can help firms personalize investment for young people ahead of a much-anticipated great wealth transfer.
Keeping Customers Loyal When There Is Too Much Choice published on Finextra explaining how wealth management firms can craft digital experiences that keep customers loyal despite incentives to go elsewhere.
Financial Services Are at Risk of Being Digitally Left Behind Retail Banker International:
This article, also featured in the London Daily News, warns that financial services firms risk falling behind if they don’t invest in digital experiences that match the high standards of in-person interactions.
Cultivating a Appealing Digital Office Space Startup Observer: This article explores the importance of creating a positive digital experience for clients and investors.
Adapting the Lessons of Retail to Wealth Management Professional Wealth Management: This piece highlights how wealth management firms can learn from the customer-centric approach of the retail sector.
What Retail Can Teach Financial Services to Improve Customer Interaction: Several publications, including Retail Banker International and Yahoo Finance, discussed the lessons financial services can learn from retail to improve customer interactions.
Bridging the Digital Divide in Client Engagement (Global Banking and Finance Review): This article dives into the challenges and solutions for improving client engagement in the digital age.
Reef: Digital Transformation Essential Amid Hospitality Boom (eGlobal Travel Media): With a surge in travel, this piece explores how digital transformation can elevate the hospitality experience. eGlobal Travel Media:
Shaping the Financial Future in a Digital World (Finance Derivative): This publication discusses the importance of innovation and technology in securing a strong financial future.
For more on how Reef’s audience engagement platform can help bridge the gap between physical and digital interactions watch our recent webinar
