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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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    Objectway and Compeer Analyst Research Front Page describing key changes in wealth management and their impact on clients' services
    Objectway and Compeer Analyst Research Cover Forecasting the Future Technology and Investment in Wealth Management