Flying High Again: Surmounting Barriers to Advisor Productivity

Contact the author
Create a vendor selection project & run comparison reports
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.
11 July 2019
William Trout

From products and accounts to goals-based relationship management.

Abstract

Incomplete and poorly integrated workflow processes constitute a fundamental barrier to advisor productivity. The optimization of these processes, and digitization of platform workflow in particular, is important because it attacks head-on the challenge facing wealth management today. How does the industry go from a focus on accounts and products to managing client progress to goal?

Subscription required

Access to this content requires a Celent research subscription.

Subscribers should sign in to access this research.

sign in or register to read more

Insight details

Primary Filters
Securities & Investments, Wealth Management
Insight Format
Reports
Geographic Focus
Asia-Pacific, EMEA, North America