What’s the role of digitalization in wealth management in the GCC region? - F. Edward Lopez

F. Edward Lopez of JHC Financial

Feb 18, 2019

F. Edward Lopez, Chief Revenue Officer at JHC Financial discussed the role of digitalization in wealth management in the GCC region.

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1. What’s the role of digitalization in wealth management in the GCC region?

Video transcript

1. What’s the role of digitalization in wealth management in the GCC region?

Digitization is really different things to different people. I think a lot of folks really focus on the digitization perspective around digitizing the client engagement and that is always very important and a lot of firms, a lot of organizations are focused on that. We can help with that as well but I think part of the challenge of really embracing digitization within a firm's DNA is around extending that from the front office and client interaction to the middle and to the back office and really improving your efficiencies, which then enable you to increase margins. We're all in this to make money, so it helps that process as well. So, it's really taking digitization from the client engagement through front, middle and ultimately the back office.

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