Independent wealth management is at a crossroads. Most firms will always have a human-led approach, with relationship managers playing a pivotal role in engaging end clients.
But client behaviours, the way they consume content and the ways they engage with brands have all changed at a pace that most wealth managers have struggled to keep up with.
In this e-book we explore the challenges faced in wealth management alongside tech-driven strategies to drive revenue by efficiently engaging modern audiences:
- Independent wealth management today - why is it so hard to scale?
- The importance of good design in driving content engagement.
- Content generation - why it is pivotal and how to do it without an in-house content team.
- Managing your content and how to activate it internally amongst client-facing teams.
- Best practice in sharing content to minimise sales friction, maximise audience engagement and gather rich analytical data for optimisation.
