Vendors
日本語
search
  2. //
  3. Reports & insights
  4. //
  5. Top Technology Trends Previsory in Wealth Management: 2025 Edition

Top Technology Trends Previsory in Wealth Management: 2025 Edition

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
6 November 2024
Chris Bendtsen
Ashley Longabaugh

Abstract

From Tech Stagnation to Innovation: Integrating NextGen Tech and the Human Touch to Create the Holistic Wealth Management Partner

Celent highlights the transformative shift in the wealth management ecosystem, moving from relative tech stagnation to a future characterized by accelerated integration and innovation, where the blend of NextGen technology, open ecosystems, and the “human touch” will redefine the role of wealth management industry players.

The significant intergenerational wealth transfer and retiring population will further drive the need for personalized and holistic wealth management solutions, creating opportunities for firms to leverage advanced technologies and data analytics to better understand and cater to the unique needs and preferences of WM clients.

In this evolving and competitive landscape, wealth managers would be wise to take a deliberate approach when embracing NextGen technologies, such as AI, GenAI, machine learning, and data analytics, to enhance data management, streamline processes, and deliver personalized experiences to an increasingly broadening client base. Importantly, breaking down data silos to create a holistic tech stack that anticipates client needs is a critical area of differentiation.

However, it is crucial for wealth managers to deploy these technologies in a way that complements the enduring value of the human touch.

In fact, can NextGen tech make wealth management more human?

Client Access