Boston, July 20, 2021 – More than ever before, society as a whole is aware of corporate, social, and responsibility issues. BNP Paribas Wealth Management developed myImpact with the aim to reach its clients’ influence and desire for impact. MyImpact is a quick and easy online client questionnaire that, once completed, helps clients better understand the most efficient and effective means to invest and/or donate to charity. The questionnaire is enriched with comprehensive insights into sustainable development, responsible investment, and philanthropy. This customer profiling exercise helps BNP Paribas tremendously with enhanced insights into its clients’ preferences (as an investor and/or philanthropist), and it generates a ranking on its clients’ commitment level, directly connected with the UN’s sustainable development goals.
Clients of Aite Group’s Wealth Management service can download this nine-page Impact Brief. To learn more about the topic covered in this Impact Brief, please contact us at [email protected].
This report mentions Amazon Web Services and BNP Paribas.
About the Author
Wally Okby
Wally Okby is a Strategic Advisor for Datos Insights’ Wealth Management practice. He is a thought leader and trusted advisor to leading global clients across North America and EMEA, including alternative investment stakeholders, global private banks and wealth managers, portfolio management and reporting vendors, core private banking technology providers, ESG rating agencies and specialized data providers, and socially responsible investment...