Critical Issues:
- Client experiences will be increasingly digitally interactive and on demand
- Firms expect tech enhancements to lead to more diverse and global client bases
- After a disruption comes a period of transition; firms should act now to improve marketing and branding to prepare for the transition
F2 Strategy Research, a division of the global consultancy F2 Strategy, delivers intellectual and advisory-based research on technology and business issues impacting the RIA, wealth, bank/trust and family office industries.