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