Earlier this year, in partnership with Wealth Dynamix, we hosted a virtual roundtable with leading private banks and wealth managers in Switzerland to understand their views on how technology can enhance the relationships between advisers and clients throughout the client lifecycle.

The responses from this roundtable discussion have been consolidated into a whitepaper entitled, 'Enhancing the adviser-client relationship with technology', which we are delighted to share with you with here.

Please click on the image below to access and download the full report.

Broken down into four main sections - Client Acquisition, Client Onboarding, Communications and Covid (Client Management) and Conclusions - the virtual roundtable highlighted that no matter what the strategy and approach, all wealth managers are agreed that the actual client-adviser relationship remains the singular most important thing – but that it can be significantly enhanced at all stages by the intelligent application of technology. COVID-19 has served to underscore and add much greater urgency to this reality.