Download Wealth and Asset Management 2022
For most executives, the question is no longer whether the industry will go through a digital transformation, but how to ensure they aren’t left behind. This report outlines the ways digital leaders excel and what investment firms must do to catch up.
How Do You Score?
Is your firm a digital leader or a laggard? Rate your organization, process management, technology, and product innovation to see where you fall in the digital curve.
Firms that have taken steps to digitally transform their businesses are already seeing major performance gains:
Research says “71% of broker dealers aren’t ready for FinTech.” Learn how LPL Financial, the largest broker dealer in the US, developed a digital client lifecycle management solution for the firm’s 30,000 users.
We desperately need technology support to create digital client touchpoints to service our value proposition.
Erik Steffen, Credit Suisse
The starting point for a digital-first customer experience is simplified digital client onboarding. 39% of firms are already offering it to retail customers, and 48% to institutional clients.
Solution Portfolio for Financial Services
Onboarding for WealthProvide clients with a dedicated digital concierge to engage them on their terms.
Digital BankingDiscover the platform that enables agile experimentation, connection, automation, collaboration, and smart analytics.
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