BUILDING YOUR FUTURE WEALTH MANAGEMENT SOLUTION VOLUME I

white paper -esg

Setting up a client-centric investment ecosystem

KEY TAKE-AWAYS:

  • Only 25% of wealth management firms offer digital channels.
  • 80% of clients believe some kind of a hybrid advisory would be optimal.
  • 48% of mobile app users made purchases after receiving a push notification.
  • 50% of global workforce will be made up of millennials by 2020.

If you would like to learn more download the first part of our two-volume White Paper on Building your future wealth management solution – Setting up a client-centric investment ecosystem!

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