Wealth management firms, especially full-service firms, need to embrace the technology-driven change sweeping across the industry. Evolving technology will continue to impact the industry: new delivery models, compressing prices/margins and delivering consistent advice. Having and implementing a digital strategy is no longer a futuristic, nice-to-have vision; it’s a critical success factor. Clients want anytime/anywhere access, and with a robust digital offering, firms can meet this demand. Firms that adapt quickly to the industry-reshaping change will win and outpace those that don’t. Evolve, survive and thrive…or fight the tape and get left behind.
Posted in Whitepapers and Research.