Wealth Management: Driving Transformation Through A 360° Client Lens

A 360-degree customer view is fast becoming essential for financial organisations and wealth managers to compete and win in the digital economy – but integrating the vast and changing data sources is often a major challenge.
The customer 360 view has become a familiar term as organisations utilise increased data analysis to capture holistically customer behaviour and account patterns leading to more intuitive offerings and responses, stronger security, and faster processes.
This paper by Finextra, in association with MarkLogic, is based on several discussions with senior financial services and wealth management experts covering key business and technical drivers for creating the need for a 360-degree customer view, the challenges to be overcome in the process and the long-term benefits to be gleaned as a result.