The wealth industry is undergoing a paradigm shift fueled by changing demographics, generational wealth transfer, and rapidly expanding digitalization. Customers are demanding a wider array of investment options and an improved, seamless service experience; relationship managers are being empowered by access to real-time data, streamlined workflows, and multichannel and digital tools. And forward-looking firms will achieve new growth by mining new customer segments and exploring acquisition and ecosystem partnership opportunities.
The wealth management landscape is transforming for traditional wealth managers and WealthTechs alike. Read Capgemini’s Wealth Management Top Trends 2023 to gain insights into actions industry players will take in the coming year and beyond.
