In most industries, the customer is the fundamental driver of change. This has never been more evident in financial services as rapidly changing customer behavior and preferences have been the driving force of digital acceleration. The pandemic was the inflection point as it exposed the weaknesses and accelerated the opportunities in how asset managers and wealth managers fulfill their clients’ needs and preferences. Many have reassessed their priorities and accelerated technology initiatives as a result. In this paper we outline the core components that will have a profound impact on how organizations shape the “client experience” for years to come.
Click on the image below to access and download the full report
