Vendors
日本語

Using Digitization to Reshape Wealth in the Post-Covid Era

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.
22 January 2021

Abstract

As firms pursue front-to-back office digitization, this report explores several strategies being employed including modernization of core business models, enablement of seamless workflows, engagement of clients, and prevention of churn.

Report Highlights:

• Evolution of digital trends in Wealth Management from 1990 – Present

• Analysis of the new business models that are accessible as a result of digitization

• Strategic goals influencing Wealth Management digitization (e.g. advisor/client efficiency, client engagement and retention, business growth, and business model transformation)

• Decomposition of the Wealth Management value chain and areas firms are digitizing to accomplish specific strategic objectives

• Best-in-class case study examples of Wealth Management digitization

Download the report sample here