Designing the Digital Wealth Management Client Experience: Emerging Technologies and Client Expectations

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
21 January 2018
Ashley Longabaugh

Key research questions

  • What is a digital wealth management client experience?
  • What are the components of a good digital client experience?
  • How can wealth managers redesign their digital platforms?

Abstract

This report will aim to highlight how “digital” has become a force for disruption in the wealth management industry and will specifically look at the application of digital technology and the client experience.

Wealth managers are using digital technology to enrich advisor-client interaction. But what are the components of a "good" digital client experience? Placing the client at the heart of the “client experience” sounds innate, but it is not always the case in practice.

This report looks at how digital technology can support flexible and customisable client journeys and explores opportunities for wealth managers. Celent will conclude the report by suggesting specific steps that wealth managers could take to transform their digital platform.

Subscription required

Access to this content requires a Celent research subscription.

Subscribers should sign in to access this research.

sign in or register to read more

Insight details

Content Type
Reports, Webinars
Focus
Benchmarking, Digital, Technology trends
Location
North America