Building your future wealth management solution

- Setting up a client-centric investment ecosystem
Volume 1

Traditional service providers in wealth management have been facing significant transitions due to the booming technological advancement of the last few years. New players with digital mindsets and BigTech companies have disrupted entire industries and are continually driving companies lacking agile and digital mindset out of business. We believe traditional wealth management firms should start their transformation by beginning to establish an investment ecosystem, before they fall behind.

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% 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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