Wealth Management Research Outlook 2022

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Running in parallel to our research around the digital client experience is the drive towards scalable delivery of personalized wealth management services and products across the wealth continuum. The emphasis on technology to facilitate the client experience and the advisor workflow – one of the industry’s core differentiators – has never been greater.

Client Lifecycle Management, from onboarding through to KYC, is a focus area for wealth managers, particularly as the face of the wealth management client evolves and whose expectations exceed the traditional confines of wealth management services. Investor demand for personalized portfolios through direct indexing or ESG is on the rise, however; in the case of ESG, there remain painpoints towards full adoption that can be addressed through technology.

Wealth managers are wise to assess and even reimagine their technology infrastructure and its ability to support seamless, scalable, and personalized client-advisor journeys across delivery models. We continue to keep a close eye on wealth managers’ IT spending priorities as they commit to building and maintaining a modern wealth management platform for nextgen advisors and clients. The clean integration through today’s technologies, such as APIs, cloud, and potentially DLT, remains the cornerstone to achieving operational efficiencies and the coveted user experience had in adjacent industries.

Contact us for more information about what we have planned in Q3.

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