Gone are the days when relying on manual record-keeping and Excel spreadsheets was sufficient for overseeing extensive portfolios of high-net-worth […]
From Legacy Systems to Cutting-Edge Solutions: The Tech Imperative in Wealth Management
All posts by Xceltrait PR
Integrations That Matter for Insurers – And How ServiceNow FSO Enables Those?
Insurers today need to deal with a plethora of delicate and interconnected workflows that are critical to their operations. For […]
How Wealth Management Firms Can Deliver Next-gen Wealth Management to Millennials and Gen Z?
A 2022 study predicts that by 2045, younger generations will inherit $84.4 trillion in wealth. Such multigenerational wealth transfer is a […]
Unlocking Efficiency in Wealth Management: The Power of ServiceNow FSO
Wealth management is complex, for it necessitates maintaining utter operational efficiency, streamlining client relationship management, taking care of compliance and […]
How Insurers Can Ensure the Security of Their ServiceNow Platform
Insurers are increasingly looking forward to streamlining their digital workflows, and ServiceNow acts as a platform for accommodating the same. […]
The Power of Automation in Wealth Management: Leveraging ServiceNow FSO
Private wealth management has seen significant advancement in the last decade or so due to the worldwide expansion of prosperity. […]
Optimizing Wealth Management with ServiceNow FSO: A Comprehensive Overview
In 2020, the worldwide wealth management market was valued at $1.25 trillion. Estimates suggest that it will expand to $3.43 trillion […]
ServiceNow FSO Analytics: Unleashing Insights for Data-Driven Decision-Making in Insurance
A study by Infosys revealed that implementing digital initiatives could lead insurers to reduce sales expenses and operational costs by 10% […]
Leveraging ServiceNow FSO for Insurance Policy Administration: Simplifying Complex Processes
Insurers often face challenges in policy administration due to the reliance on disparate point solutions, and understandably so. Usually, these […]
ServiceNow FSO – Enabling Insurance Automation at Warp Speed
Forrester predicts that the upcoming decade will require financial institutions to develop more intricate and future-ready technology strategies that prioritize customer […]