Whitepaper: Accelerate! Digital transformation in wealth management

2020 brought numerous changes into customer servicing models and technology behind them. It only accelerated the inevitable – remote customer handling, quest for relevance in product offering and communication, or customer journey digitization.

The survey you’re about to read was conducted to understand the current state of the wealth management industry. We have entrusted this endeavour to Celent whose expertise and global view are invaluable.

We hope the survey will give you a fresh insight into how financial institutions adopt new strategies to   maintain operational agility and keep customers close and engaged. This undoubtedly requires cross-functional teams, discipline and, most of all, the ability to adjust to business environment and customer satisfaction and excellence in wealth management.

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