Skip to content Skip to footer

Wealth Management: Driving Transformation Through A 360° Client Lens

Published by: MarkLogic

A 360-degree customer view is fast becoming essential for financial organisations and wealth managers to compete and win in the digital economy – but integrating the vast and changing data sources is often a major challenge.
The customer 360 view has become a familiar term as organisations utilise increased data analysis to capture holistically customer behaviour and account patterns leading to more intuitive offerings and responses, stronger security, and faster processes.
This paper by Finextra, in association with MarkLogic, is based on several discussions with senior financial services and wealth management experts covering key business and technical drivers for creating the need for a 360-degree customer view, the challenges to be overcome in the process and the long-term benefits to be gleaned as a result.

Read More

By submitting this form you agree to MarkLogic contacting you with marketing-related emails or by telephone. You may unsubscribe at any time. MarkLogic web sites and communications are subject to their Privacy Notice.

By requesting this resource you agree to our terms of use. All data is protected by our Privacy Notice. If you have any further questions please email

digital route logo
Lang: ENG
Type: Whitepaper Length: 16 pages

More resources from MarkLogic