WealthTech Views Report: Using technology to engage with clients

Get the latest WealthTech report to learn how technology is helping advisors engage with clients and deliver high quality service throughout the client lifecycle.

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Why would service delivery not be the focus for any wealth manager in 2020? As soon as Capgemini’s 2019 World Wealth Report announced that 91% of HNWIs consider service quality to be an essential wealth management selection criterion, this became a must-win battle for every wealth manager across the globe.

It may sound obvious, but exceptional service is – and always has been – the pinnacle of wealth management success. Your ability to deliver high quality personalisation and performance, not only at one stage of the process but throughout the entire client lifecycle, is paramount.

Many wealth management firms have embraced digital transformation in an attempt to improve client experience at lower cost to the firm, while others have been slower to respond. Whichever end of the spectrum you lie, the time has come to realign your technology spend with the areas of your business that will have the greatest impact on client service.

Some firms have… (download the report extract to read on)

 

This is an extract from the recently published report by The Wealth Mosaic titled ‘WealthTech Views: Using technology to engage with clients’ (download the full report here). 

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