What are the components of a "good" digital wealth management client experience?

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30 January 2018
Ashley Longabaugh

Wealth managers are using digital technology to enrich advisor-client interaction. But what are the components of a "good" digital client experience?

The digital wealth management client experience is the customer journey across a wealth manager’s various digital touchpoints, technologies, and channels; the experience spans front, middle, and back office functionalities.

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. The wealth management industry will continue to evolve as a result of stringent regulations, a changing customer base, a focus on client-centricity, and emerging digital technologies; getting the client experience "right" is more important than ever. The inevitable cultural shift towards technology-driven client offerings, digital services, and data-driven applications has created unparalleled change across wealth and investment management.


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Geographic Focus
EMEA, North America