research & insights from LexisNexis Risk Solutions

How is technology and social change driving major transformation in wealth management?

Share this resource
company

Powering smarter compliance. Protecting financial integrity

View Solution Provider Profile

Connect with LexisNexis Risk Solutions

solution

LexisNexis RiskNarrative

By automating client onboarding, monitoring, and screening processes, it significantly reduces manual operations and accelerates decision-making. This is critical in the wealth management sector, where efficiency in onboarding directly impacts Assets Under Management (AUM), driving business growth. With increased regulatory scrutiny and the need for seamless client experiences, RiskNarrative helps firms...

view solution
by LexisNexis Risk Solutions
| 18/04/2025 12:00:00

Over 2300 investors and 500 wealth management firms talk to ESI ThoughtLab about some of the major trends and changes that are transforming the wealth management sector.

The global pandemic was a watershed moment for the wealth management industry. It has accelerated the deployment of new technology to help meet the demands of remote customer engagement and home working while also impacting the way that investors consider what they need from their investment advisors. The challenge for firms in this sector is to now understand what some of these shifts mean in the medium to long-term for both their customers and their businesses.

LexisNexis Risk Solutions® has co-sponsored this fascinating piece of in-depth global research by ESI ThoughtLab to help all those in the wealth and asset management sector get a much better understanding of how they need to adapt their businesses, and approach to technology innovation, if they are to meet the needs of their customers going forwards.

Click the here to visit LexisNexis Risk Solutions' website to access this insight.