Issue
Client demands are changing driven by experiences outside of wealth management. Multi-channel 24/7 access to information, the ability to transact autonomously, and to take more control over their investment decisions, are all driving clients to demand elegant digital solutions.
Accenture research shows that 41% of advisors say that clients are requesting tools they are unable to offer.
Our solution
Accenture Strategy, Digital and Consulting build and deliver leading, cost-effective digital strategies. Accenture Interactive brings marketleading customer experience Adesign supported by development and integration capabilities. Our Salesforce Wealth Accelerator, developed in-house, delivers a seamless digital advice journey with an integrated client portal. Self directed investment tools, interaction via video and online chats, and automated advisor workflows all improve client advisor collaboration.