Post event 2018

The following are extracts from Simon Bussy’s opening and closing comments at the Digital Advice Summit, London, 21st February, 2018. “Two small words: Digital advice. Or, Robo advice. Automated advice. Online advice. Streamlined advice. Or how about hybrid advice or cyborg advice? Or Digital wealth. Whatever the terminology, it’s on the agenda in every boardroom of […]

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The digital advice landscape: where are we now?

Survey results: How far along is your digital advice proposition? Digital advice is, in principle, a great way to democratise investment advice for all clients. But with only 10% of financial institutions boasting a live platform, we haven’t yet seen the results of how this will impact the industry as a whole. However, 70% of […]

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How Will Your Digital Channels Meet the Requirements of the General Data Protection Regulations

In this whitepaper, you’ll learn how General Data Protection Regulations (GDPR) are going to impact your business customer experience optimization and what you can do to be ready for this compliance transformation by May 2018. Download our latest whitepaper to find out how Glassbox can help you comply with GDPR. Click here to download   […]

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Survey – The most pressing issues concerning digital advice

To help us understand the most pressing issues concerning digital advice propositions from your side of the industry, we would like to ask for 2 minutes of your time for a quick survey: Financial Institutions – Click here Banks, Asset Managers, Wealth Managers, Insurance companies etc Service Providers – Click here Consultants, vendors, Fintech companies etc We […]

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Speaker interview: Simon Binney

Simon Binney, Business Development Director, Wealth Wizards Where has digital advice matured to, and how can it enhance the provision of financial advice to the public? Digital advice has opened up a whole new area of the market, making financial advice affordable and accessible to people with lower net worth. This is a new opportunity […]

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