Research
Why Unifying Data Is the Key to a Great Client
Experience
For wealth management firms who want to deliver exceptional client experiences, it’s imperative to consider how your technology is (or isn’t) empowering your teams with the right data and capabilities. This eBook uncovers where wealth management firms should start.
It’s no secret that the world in which wealth management firms operate has become increasingly digital. As clients demand more personalized, visual and collaborative experiences, wealth management firms need to think about how they want to deliver this with their technology.
A 2022 study shows that in addition to regular communication, there are a few key services that clients expect from their financial services providers over the next few years including personalization and coordination among accounts. In the same study, 65% of survey respondents said the digital client experience is very or extremely important to their success, up from 55% in 2020. However, 57% also said a lack of integration between core software applications is a top hurdle in their tech process.
This eBook uncovers where wealth management firms should start, including:
- The importance of unifying data
- Building your ideal tech stack
- Tackling user adoption
- Putting clients at the heart
- Meeting the needs of today’s investors
Download E-Book