ANALYST RESEARCH

Forecasting the future: technology and investment in wealth management

Identify the key changes in wealth management firms’ digital strategies and their impact on client services, based on face-to-face interviews conducted with UK Wealth Management firms

Attitudes are now changing across the Wealth Management industry and companies are increasingly embracing digital transformation to improve a range of operational KPIs and enhance quality of service, abandoning a historical passive approach to technological development.

Investment in high-quality technology is expected to increase. This, in combination with a cultural shift, attention to Outsourcing, ESG considerations and personalisation, self-service goals will ensure the success of digital transformation.

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