Our in-depth analysis for the global market environment and its strategic implications to the wealth management industry

Omni channel by design – A platform approach to delivering superior customer experience at scale

Flash note – Q4 2020

Find out why financial services companies need to create seamless and unified client / advisor experiences across user journeys and across channels. And, they need to use the power of technology to deliver highly personalized and engaging interactions at scale – whether by augmenting and empowering the role of advisors or putting these tools into the hands of self-service clients.

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Build My Wealth – Capturing the mass affluent wealth management market opportunity

Flash note – Q3 2020

Helping clients form the habit of saving makes them resilient and enables their financial well-being. The pandemic has had an unthinkable side effects on the world, many of which we are still processing as a global society. Our fundamental needs bubbled to the surface with incredible speed, changing our habits dramatically.

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Moving from AuM to Assets under Intelligence

White paper – Q2 2020

This report looks at the societal and business implications of the pandemic, and what they mean for the wealth management industry. Even though we don’t yet know its shape, the pandemic will produce a sharp recession. For wealth managers, we expect a rapid acceleration in the rate of digitalization.

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What society needs from the financial sector – Now more than ever before

Flash note – Q1 2020

Everyone’s watching the upheavals across financial markets. Beyond industry insiders, people from all over the world look at the financial industry for signs of what their future might look like. The COVID-19 outbreak cut through the web of a global economy, forcing a sudden shift in trajectory.

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Becoming a Digital Wealth Leader: A Successful Transformation

White paper – Q1 2020

This report takes private banks and wealth managers through the steps needed to transform themselves into digital wealth leaders, including how to concretely: respond to evolving client needs, augment the role of client advisors and turn higher value-add into higher revenues.

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