Here's our resources center about financial technology and how to use it in wealth management and private banking for your benefit.
Taviq launches collaboration with Nordea Private Banking
In private banking, wealth management, and in other investment services new potential clients are often met without deep understanding on the prospective client’s needs and situation. This makes it challenging to build a personal connection in the first interaction. For this reason, too many potential new clients drop-off after the first meeting with their potential […]
14 . December . 2017
Guide for financial advisers: Getting to know your client’s personality
Every person has their own personality. This personality type affects our decision making, buying decision behavior, and investment choices. This is why financial advisers need to understand client personalities to be able to communicate in a way that suits each client.
26 . October . 2017
What should traditional financial companies think about Robo-advisors?
Many traditional wealth management companies are now thinking if they should join the robo-advisor race. We at TAVIQ get a ton of new inquiries asking for help on setting up Robo-Advisory services. Here are few thoughts on the topic.
23 . October . 2017