Resources

Here's our resources center about financial technology and how to use it in wealth management and private banking for your benefit.

Taviq helps Nordea Private Banking in client acquisition

In private banking, wealth management, and in general investment services new potential clients are often met without deep understanding on the prospect’s needs and situation. This makes it challenging to build a personal connection in the first interaction. Because of this too many clients drop-off from the acquisition tunnel after the first meeting with their […]

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27 . September . 2017

Top Technology Tools for Financial Advisors

Modern Financial advisors have to embrace technology to help their clients. However, the recent proliferation of tools might leave the average financial advisor baffled. There are too many choices in the marketplace. It is hard to navigate all the options and figure out which one is the best and what do you even need in […]

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27 . June . 2017

Best CRMs for financial advisors

Financial advisory practices revolve around strong Customer Relationship Management (CRM). New technology trends has given rise to automated digital platforms and services that are offered to financial advisory clients. As more and more services are having client-facing interfaces and they are operated with minimal or no human supervision from the advisory side, we expect to […]

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22 . June . 2017