Rapid advances in technology and digitalisation are forcing wealth managers to rethink their business, technology, and client engagement models.
Read the full report to discover why high-touch engagement and a truly personalized client experience are more in demand than ever and key for future success, with 90% of respondents having recently reviewed or revised their client segmentation models in favour of a more personalized approach to ensure client-centricity.
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Given the many challenges facing wealth managers, firms need to develop a clearly defined strategy, supported by holistic data and the right tools to help them succeed.
Key findings from the wealth management report
46% of respondents are only partially satisfied or not satisfied at all with their current digital offerings.
61% of respondents view analytics and creating insights as very important for their firm over the next 12-18 months.
86% of respondents consider servicing clients as a highly important digital capability to acquire.