research download

Digitisation in practice - Transforming Investment Services for affluent clients

Objectway + EFMA

Transform investment services for affluent clients, provide wealth and investment managers with valuable, actionable insights into the digitisation trend.

The purpose of this report is to provide wealth and investment managers in the affluent market segment with valuable, actionable insights into the digitisation trend that is accelerating within the industry.

Our study is based on an affluent wealth management survey conducted by Objectway and Efma in 24 countries. The research also examines data gathered from eight interviews with investment management professionals whose areas of focus include digitisation for the affluent client segment.

Read the full research now!