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Accelerate! Digital Transformation in Wealth Management

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29 April 2021
Neil Sheehan

An Overview from Celent’s I&I Week 2021

Abstract

Representatives of the wealth managmenet industry gathered at Celent's Live Wealth Management Session at I&I Week 2021. Under the theme of Accelerate! Wealth Management Personalized Advice and Services, we surveyed participants to understand what IT trends are driving their strategy today. Each question was drafted to shed light on how the industry is employing digitization and AI across the wealth management value chain to improve operational efficiency and the client experience.

We share the results with you and assess how firms are unlocking promising rewards by executing on digitization projects throughout the wealth management value chain.

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