Client expectations are changing in wealth management because of the advent of new technology. The wealth management industry lags behind disrupters such as Uber that are transforming their customer’s experiences. Read this e-book to learn the key insights financial advisors and wealth managers must understand — not only to survive what’s ahead, but also to succeed in the new competitive landscape to bring the client experience fully up to speed with other industries.
In today’s digital economy, banks and wealth management firms have access to large amounts of data about their clients. Unfortunately, it’s hard to draw meaningful insights from it all. Without insights, there are missed opportunities to provide personalized service that engages, increases loyalty and drives growth. As business models become increasingly customer-centric, behavioral insights integrated with cognitive computing are vital for delivering on this new business reality. Read our latest eBook to find out more about the science of client insight.
Advisory firms rethinking their approach to consumer-centric digital solutions will want to gravitate toward highly-engaging tools that meet the demands of different client segments. A successful transition includes eight steps that comprise a path toward embracing digital.