Whitepaper: Wealth Management Technology Beyond 2020

Last year a group of leading wealth managers met in March, September and November to discuss the state of the industry through the lens of the client, the advisor and the wider business.

Whitepaper: Wealth Management Technology Beyond 2020The timing of the meetings over the course of 2020 created a unique window into their ongoing reactions to the pandemic from both an operational and a technical point of view.

We have compiled their insights in a whitepaper including key learnings through the perspectives of the private client, the advisor and the wider business as well as a look ahead to emerging trends in 2021 and beyond.

The whitepaper examines important questions, such as:

  • Are wealth managers doing enough to stay ahead of the fast-changing client expectations?
  • With more than 80% of family businesses set to change hands over the coming decade, how can advisors stay close to the clients to retain their investment business?
  • With high cost-to-income ratios at an average of 70%, how can wealth managers maintain a high-touch, service-led approach?

Download the whitepaper now to understand how 2020 reshaped the wealth management industry and the key learnings firms can take moving forward.

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Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

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