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Digital Wealth Redefined: The Future of Digital CX in Wealth Management

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Strategies for digitally serving the investor of the future

Refinitiv recently surveyed over 1,100 investors to understand how their data and digital needs are evolving. The results showed that only 37% of investors to give their wealth providers top marks for the digital experience. In addition, around a third of investors would consider switching providers in the next 12 months to a platform that satisfies their digital needs.

The survey also asked investors what they deem to be critical. At the top of the list was the need for platforms that help them make portfolio decisions, are easy to navigate and use across multiple channels, and provide relevant analysis, content and data visualization tools.

If wealth providers want to remain competitive and retain their customers, having a best in breed digital experience is key.

This session discusses key investor needs and provide examples of what a best-inbreed online portal can look like, by pulling together workflow tools, relevant content sets and analysis, and personalization to provide the best experience for your investors.

What you will learn:
  • Drive data and digital innovation to deliver exceptional investor experience
  • Understand what digital experience investors truly want and expect from their wealth manager
  • Digital Experience of the Future – looking forward to providing tailored insights to users based on their portfolios and preferences
  • Facilitating clients’ increasing demands and ability to self-serve the review of their current portfolio, analysis and content
  • What experiences can be best and/or only served digitally, and how banks need to prepare for that
Anurag Mathur
Head of Wealth and Personal Banking
Nauman Bashir
Head of Digital and Personal Banking
Standard Chartered
Johanan Thomas
Wealth Proposition Director, Asia
Refinitiv, an LSEG business
Audrey Tang
Chief Operating Officer
Lighthouse Canton

Simon Partridge
Strategic Advisor
The Digital Banker
Explore our Wealth Management Solutions
We provide unrivalled data coverage and workflow-centric solutions dedicated to the wealth management community, with 700+ Refinitiv employees dedicated to wealth management, 30+ years of experience and 50+ global partners. We equip you with the content, technology and expertise that give you the power to take on regulation and digitalization, and accelerate growth.
Advisor tools

Equip your advisor with workflow tools that help them provide a more relevant and responsive investor experience. We have the tools and solutions to give your advisors the power to be more informed, efficient, and engaged with their clients.

Digital Wealth Management Solutions

Digital transformation is crucial in providing an outstanding investor experience. Our digital wealth solutions include industry leading data,  widget capabilities, and APIs, to help you transform how investors engage with their investments in a modern, digital experience - whether through an advisor or directly.

Learn more about Refinitiv Wealth Management Solutions

Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.

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