Read how the relationship manager still plays a critical role in wealth management, and how technology can augment that further
The future of wealth management relies on the successful use of technology. Traditionally, wealth managers have built their businesses on personal relationships, often going back decades and relying on regular face-to-face contact. It is a formula that served the industry well in the past but has left it wanting in an era of tougher regulation, and the explosion of digital technology in the workplace and at home.
Dominic Gamble
Head of APAC
Under pressure from regulators and technological developments elsewhere in financial services, the industry is evolving, though some firms and advisors have been quicker to adapt to change than others. Finding the right balance is not easy and there is no single answer that would work for all firms and with old styles of service competing against new, the industry is struggling to find its footing.
This gives rise to a new breed of advisor, one that is able to adapt to the changing face of the market and utilise all of the technological tools at hand to better serve their clients – the bionic advisor. The firms and advisors who learn to leverage technology will enjoy a competitive advantage over the market for years to come.
6 April 2023
Adopter de nouvelles technologies pour fournir des services hybrides et créer une proposition de service hautement différenciée et rentable pour les clients existants et futurs pourrait être la clé pour renforcer votre société de gestion de patrimoine et s'engager avec la prochaine génération d'investisseurs.
3 min. read
24 January 2023
Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm and engaging with the next generation of investors.
3 min. read
10 January 2023
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
1 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.