Digital engagement and collaboration in wealth and investment management


November 2016

Technology and digitalization are radically upending the wealth management industry and considerably challenge its value proposition. Wealth Managers should think of clients in terms of digital awareness and sophistication, considering their need of personalised investment advice supported by proactive and collaborative guidance.


In this demanding context, should firms re-engineer their business models around the connected customer and deliver a differentiated digital wealth experience? Could digital engagement and collaboration tools meet
evolving client expectations, reduce attrition and enhance efficiency?

The results of our joint survey offer an insight into how digitally-minded investors are approaching and will influence the approach to wealth management in the coming years.

Keywords : Operational excellence , Affluent , Digital channels