Schroders Personal Wealth (SPW) has selected wealth management technology firm Artesian Solutions as its frontline engagement platform provider.
Artesian describes itself as a “provider of client intelligence and risk solutions”.
The partnership was announced at a joint webinar between the two firms, at which Schroders’ chief technology officer Graham Kellen said that the client experience needed to be “reimagined to remove friction, reduce client effort, and personalise services”.
“This means equipping business development managers and advisers with real-time financial data, risk data, advanced cu...