Evolving the Platform & Proposition

Pieter Zylstra of additiv

Apr 4, 2023

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

  • How have you been evolving your platform, processes, and products?
  • What are the changing expectations of clients?
  • How does this help you in the curation and delivery of advice?
  • Have you made any real progress in your digital journey?
  • How does digital improve your traditional value proposition?
  • What are the products and services you could offer? How can your proposition evolve?
  • What is you view on separate platforms that offer wealth management - external to a bank?
  • What do you think about digital assets?

 

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