Recorded on November 1, 2023.
Wealth management is at an inflection point, looking to embrace emerging technologies, which will alter the traditional operating model. The race to attract and retain clients across demographics is heating up as firms face competition from an array of nontraditional competitors. Partnerships, unbundling the tech stack, API integrations, data strategies, cloud, and emerging technologies (e.g., AI) are broadening the reach of wealth management services. Celent will share perspectives on these trends to ensure that our clients are prepared for changing market dynamics.
Access our full Technology Trends Previsory 2024, Wealth Management report.
