The latest technological innovations are pushing the boundaries of what’s possible, practical, and expected from wealth management providers. This comes at a time when popular consumer brands are incorporating machine learning, natural language processing and bots, into their services. The result is that consumers are beginning to navigate daily tasks on their own and in real time. That experience is having a profound impact on wealth management as seeking easy, quick digital access and frictionless ways to handle financial tasks and investments becomes a priority for clients.
Acknowledging this digital future, firms are shifting their focus towards establishing meaningful strategies that improve workflows for financial advisors and help investors simplify their lives. Moving forward means understanding these shifting expectations as well as rethinking the operating model that defines the client relationship by providing digital services that are intuitive, personalized and real time.
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