In this age of change, you must go beyond digital, undertaking a fundamental rethink to deliver real client value. Digital isn’t just a new interaction channel; it goes much deeper.
Clients are now in control. To keep them you must offer the richest engagement levels over their preferred channels, educate them and help them to make smarter decisions, all while connecting them to the right external partners.
Ubiquitous information enables powerful insight.
Power to better understand, advise, optimize and adapt to your clients. To introduce the products they need, when they need them.
Digitalization is fundamentally changing wealth management; no-longer limited to the super-rich, it can now be open to all.
If you offer life insurance, you are already embedded within wealth planning user journeys. But there is a missed opportunity: retirement planning. By offering tools ranging from wealth accumulation to professional wealth decumulation after retirement, your clients can access easy, transparent and cost-efficient wealth planning.
Underpinned by additiv DFS® system of intelligence, we offer a range of pre-defined use cases for digital wealth management
We asked the people shaping the wealth management industry to offer their predictions for the year ahead. This report captures the essential signals to observe and act on over the next 12 months.
additiv is here to steer institutions through the digital wealth management transformation. We have the know-how having helped dozens of institutions to make this change.
And we have the technology. Our DFS System of Intelligence provides the agility to adapt to change and the insights to maximize customer engagement.
