What we’re most excited about in 2025: wealth management industry and technology trends
With new wealth management industry and technology trends emerging, this year is set to be a transformative one, and not just for GoUpscale. As technology advances and expectations shift, we’re looking forward to key developments that will shape the sector. Industry evolution: slow but steady progress The financial industry has long been cautious in adopting new […]
How can wealth managers transform their investment content to suit a modern audience?
Read on as Dominic Gamble, CEO and Co-founder of GoUpscale, reflects on why wealth managers need to change the way they communicate with clients and how rethinking investment content can bring them closer to their audience. There’s an interesting and fairly absurd dynamic in wealth management. Well, there are many, but let’s focus here on […]
Going green in finance: embracing digital business cards for a sustainable future
In the ever-evolving realm of finance, staying ahead encompasses more than managing assets; it extends to social responsibility. Environmental, social, and governance (ESG) considerations have rightfully taken the spotlight, making sustainability an imperative. For wealth managers and asset managers, transitioning from paper business cards to digital ones presents a simple yet impactful way to contribute […]
Wealth management investment content: a key pain point but an easy win
The bad news: the wealth management industry has fallen a long way behind other sectors on content engagement and client satisfaction, and is demonstrably starting to pay the price. The good news: there are easy wins poised to flip this on its head and deliver a strong ROI for wealth managers without requiring seismic technological […]
