The research noted that technology in the bank channel has moved to the forefront in the last 12 to 18 months with tools like e-signature and financial planning tools among the most sought after for implementation.
According to a recent survey by Boston-based Cerulli Associates (Cerulli), banks are seeking to further integrate their wealth management businesses with a strong push in technology investment. Tools such as advanced customer relationship managements and financial planning tools can be key to driving efficiencies for advisers - Matt Zampariolo The latest Cerulli Edge - The Americas Asset and Wealth Management Edition, released on 27 January, has revealed that 80% of bank and trust advisers c