WEALTH MANAGEMENT WEBINAR

Has digitalisation benefitted customers enough?

The wealth industry has undergone massive change including digitalisation but is the best customer experience yet to come?

A recent Refinitiv report, Getting personal: how European wealth firms can attract and retain the modern investor, showcased some of the trends that the European wealth firms are following. Two key findings were related to digitalisation and personalisation.

When it comes to choosing a wealth provider, digital capabilities are becoming increasingly important - 35% of investors aged 54 and younger view a wealth manager's digital capabilities as critical when choosing a new wealth advisor.
There is a constant overflow of information in financial markets, so the ability to deliver critical, relevant data in real time can be a big differentiator for firms - 26% of investors would like personalised news based on their investments and holdings to improve their investment platform.

Now more than ever, wealth managers need to differentiate and personalise their service to retain and grow their clients.

Listen to the webinar recording to hear our experts discuss the impact of digitalisation and personalisation in the Wealth Management industry

Webinar information

Date: On-Demand

Duration: 30 minutes

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SPEAKERS

Sune Mortensen

Head of Investment & Wealth, EMEA - London Stock Exchange Group

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Joyce Chou

Head of Sales Structuring -

InvestSuite

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Simone Stæhr

Head of Business Development -

Capital Preferences

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