Vendors
日本語
search
  2. //
  3. Reports & insights
  4. //
  5. 2020 Vision: Top Trends in Wealth Management

2020 Vision: Top Trends in Wealth Management

Create a vendor selection project
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.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
2 December 2019
William Trout

Abstract

Growth has been the word the past decade, with steady economic expansion underpinning market gains. These gains have been supported by innovation and a corresponding technology arms race. As we enter 2020, wealth managers are leveraging a range of tools, from consumer-facing solutions like robo-advisors to Cloud, API and other cross-industry types of enablers, to reinvent the way they do business. Realization of this new operating model will require balancing the use of emerging tools like AI with technology-driven groundwork to support pricing, product and platform strategies.

word cloud

Client Access