Digitalization of Wealth Management

Providing High Tech Service in a High Touch Industry

The wealth management industry has continued to change dramatically in the past several years. To stay competitive and meet new client expectations, successful wealth managers must develop strategies to engage with an increasingly digitally savvy client base.

To better understand how wealth managers are using data and technology to adapt to changing client expectations, Thomson Reuters and Forbes Insights surveyed 200 wealth managers from North America, Europe and Asia Pacific. 

All executives surveyed are directly involved in wealth management and work for a broad range of organizations, including independent wealth management and asset management firms, private and investment banks,  family offices, and online-only firms. Executives surveyed work at firms that manage assets of at least $1 billion, but the majority work at firms with assets under management of at least $10 billion, with 44% coming from firms that manage more than $100 billion. 

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