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Bridging the expectations gaps in Wealth Management

An ongoing market analysis with insights on the challenges and technologies that will forge tomorrow’s landscape for Wealth Management firms.

We researched the most important focus areas for relationship managers in Wealth Management firms, and the gap between their confidence in their ability to meet their clients’ expectations in those areas.

The most relevant gap was the mismatch between client-facing technologies and clients’ experiences and requirements, followed by the fear of missing opportunities to either leverage data for a better client experience or to optimise business processes.

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