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Digital Engagement and Collaboration in Wealth and Investment Management

Objectway + EFMA

The hype, the reality and the future: the latest digital engagement and collaboration trends, the challenges and the opportunities for the growth, management and preservation of client wealth.

This study interviewed leading banks and wealth managers showing how firms were undertaking an integrated digital strategy by examining five focal areas for digitisation: customer centricity, channel interaction, digital mobility, analytics and social media.

The clear trends that emerged included an increasing use of analytics and social media for learning more about clients, new tools for simplifying access to investment data and omnichannel integration for improving the customer experience.

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