As firms pursue front-to-back office digitization, this report explores several strategies being employed including modernization of core business models, enablement of seamless workflows, engagement of clients, and prevention of churn.

Report Highlights:

• Evolution of digital trends in Wealth Management from 1990 – Present

• Analysis of the new business models that are accessible as a result of digitization

• Strategic goals influencing Wealth Management digitization (e.g. advisor/client efficiency, client engagement and retention, business growth, and business model transformation)

• Decomposition of the Wealth Management value chain and areas firms are digitizing to accomplish specific strategic objectives

• Best-in-class case study examples of Wealth Management digitization

Download the report sample here