The 7 Steps to Digital Leadership

What are the traits of a digital leader in wealth and asset management? What are the steps to get there?

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Produced in conjunction with: Appway, Broadridge, Cisco, eToro, J. P. Morgan Asset Management, Oracle, Protiviti, Sapient Consulting, and Vauban Group.

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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.

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Benchmarking Tool:

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:

+6.7%in assets under management
+8.6%in revenue
+6.3%in market share

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.

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We desperately need technology support to create digital client touchpoints to service our value proposition.
Erik Steffen, Credit Suisse

Featured Topic:

Digital-First Engagement

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.

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  • 12%

    of CEOs last year said that digital transformation was unimportant.

  • 96%

    of today’s companies report that they are actively undergoing digital transformation.

Solution Portfolio for Financial Services

Onboarding for Wealth

Provide clients with a dedicated digital concierge to engage them on their terms.

Digital Banking

Discover the platform that enables agile experimentation, connection, automation, collaboration, and smart analytics.

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Best of the Blog & News

The Forecast: Digital Onboarding Ahead

By 2020, financial services firms will increase the number of technology-enabled tools they provide, says Roubini ThoughtLab’s latest study, Wealth and Asset Management 2022: The Path to Digital Leadership. This increase will enable the firms to create the seamless digital experience that customers,

Why the Path to Digital Leadership Starts with Onboarding

Roubini ThoughtLab’s newly published research study, Wealth and Asset Management 2022: The Path to Digital Leadership, surveyed 1500 industry leaders to explore what benefits they’ve gained from embracing the digital world. Along with showing that seamless omnichannel customer experience is a hallmark