What are the key trends in technology, strategy, and changing customer expectations which are driving conversations in the boardroom?

Jan 25, 2021

CREALOGIX teams spend a lot of time discussing digital strategy with management in the world's leading financial institutions. This gives us a unique insight into the topics which are hot... or soon to be hot, including software innovations, IT best practices, digital trends from parallel sectors or other industries, evolving competitive pressures, business and growth strategies, and above all, the rapidly changing expectations of your end customers.

Each quarter we gather a selection of these important themes, with an emphasis on digital banking and wealth customer engagement and share our research and insights.

We're creating these reports because we'd like to understand how you and your organisation are thinking about these topics. Please download the full report via the form on this page - and send us a message or post on social media to share your views.

In this November 2020 edition of CREALOGIX Insights, we look at some of the key trends in our industry and the challenges and opportunities that they present:

  • The impact of intergenerational wealth transfer
  • The gathering momentum of challenger brands
  • Leveraging the potential of omnichannel banking
  • Use cases for digital solutions in wealth management and banking
  • A look at digital services through your clients’ eyes

Download CREALOGIX Insights – November 2020 edition


Our innovative technology and unrivalled expertise combine to fast-track digital banking and wealth management customer engagement.

CREALOGIX works with leading global banks and wealth management firms, empowering them to provide a modern self-service user experience to their end customers, and more easily integrate differentiating fintech features. The ability to accelerate innovation with secure and well-designed solutions helps financial brands improve efficiencies, increase customer satisfaction, and attract new growth through digital channels. As a pure-play digital banking engagement platform developer, CREALOGIX has over 25 years’ experience focusing on delivering proven customer-centric systems to hundreds of the world’s leading financial institutions.

For more information, visit www.crealogix.com/en

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