The Transformation of Wealth Management: Five trends for 2020 and beyond

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Rapid advances in technology and digitalization are forcing wealth managers to rethink their business, technology, and client engagement models.

Read the full report to discover why high-touch engagement and a truly personalized client experience are more in demand than ever and key for future success, with 90% of respondents having recently reviewed or revised their client segmentation models in favor of a more personalized approach to ensure client-centricity.