REPORT
    Using Digitization to Reshape Wealth in the Post-Covid Era
    22nd January 2021
    //Using Digitization to Reshape Wealth in the Post-Covid Era

    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

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