Dear Intermediary,
In a world driven by technological advancement, change is the only constant. New technologies will largely eliminate information asymmetries and speed up decision-making processes at a pace that will continue to grow. In this environment, the ultimate winners will be the providers who face these changes head-on and act quickly to position themselves properly. Driven mainly by technology and regulation, intermediaries’ business models are on the brink of dramatic change. This change will ultimately allow them to position themselves ahead of the curve and provide added value to their clients.
At Julius Baer, we’ve developed an approach specifically designed to help intermediaries make business decisions: the Business Navigator. This approach gives intermediaries the tools they, as businesses, need to thoroughly prepare for the rapidly changing environment and stay focused on their two key strategic objectives: generating income sustainably and optimally managing costs.
In our new online publication we address issues that matter to intermediaries and their business. Its articles draw on certain aspects of the Business Navigator but also feature the views of external experts.
Our publication is a platform that showcases real-life examples and case studies as appropriate for experts. We also feature various intermediaries who describe how they resolved strategic concerns in unprecedented ways.
We’ve reached a turning point in the digital age – let’s explore this new path together.
Yours sincerely,
Yves Robert-Charrue
Head Region Europe & Global Head Intermediaries Segment
