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How an improved client experience is the path to profit growth

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by Unblu
| 25/12/2023 12:00:00

This joint Unblu-Compeer report draws on original research from wealth and asset management firms to identify common industry IT trends, challenges, and client expectations. Readers can leverage these insights to identify strategic opportunities for digital service development that increase productivity and profit growth.

What you will learn

  • IT expenditure trends in UK Wealth Management over the last five years, based on benchmarking data provided by Compeer.
  • How firms rate their current provision of digital services, where they would like to prioritise digital investment moving forward, and more. 
  • How client preferences and habits have changed – and what firms must do to remain competitive. 
  • Firms’ approaches to digital strategy, including their perceived opportunities and weaknesses.

Download the full report here.