Technology

Aims to better support clients who are starting to invest

Financial services compliance officers face mounting challenges

Clients can view portfolio information, track progress and upload documents

More than a third would use it but warned ‘not to get ahead of themselves’

24/7 access is becoming a must-have

A well-designed experience can significantly enhance user satisfaction

Business to pivot away from transformation to growth focus

Winners to be announced on 24 September at the London Hilton Park Lane

'It's a complex situation and a competitive market'

Winners to be announced on 24 September at the London Hilton Park Lane