Accelerating Digital Innovation & Time-to-Market in Today's Transformational Financial Services Sector
What's this research about?
According to Deloitte, the investment & wealth management industry is going through a monumental digital shift. Before 2020, digitalisation had long been predicted, but both investors and firms were relatively slow to demand or implement change. 40% of clients now say digital access has greater importance in decision-making. And three-quarters of wealth firms believe that investors' primary engagement channel will be digital within two years. According to McKinsey, 50% of clients say their wealth manager should improve digital capabilities across the board. While keeping up is one thing, keeping up successfully is another. With 88% of digital transformations failing, the value and confidence in quality assurance of your investment should be the prevailing thought?
This research looks at how the sector is evolving through systems and process innovations across the front, middle and back office at an increasing pace. We uncover the strategies industry leaders are developing to address the changing needs and habits of the investor e.g. requirements to provide omnichannel access, integration of banking with wealth management services and personalised offerings, all whilst ensuring the best quality outcome of their investments, accelerated time to market and continuous improvements in order to increase business agility.
The research, sponsored by Assured Thought, will feature the views and insights from 12 industry leaders.
TechPros.io will be publishing a Market View Publication in June 2023.
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Participation does not cost anything other than 30 minutes of your time. The interviews are held over Zoom or MS Teams. If you would like to discuss your interview with TechPros.io or our sponsor Assured Thought before participating, please email email@example.com with the theme you have been invited to interview for and a number to call you.
Background reading to set some context for the interview:
See 2 example questions:
How have client behaviours changed in your market over the last few years and how do you see this evolving over the next 2 to 3 years?
According to Capco 49% of today’s wealthy clients would prefer a single financial institution to serve most of their financial needs but not all wealth management firms have the capabilities in place to satisfy the diverse needs of their clients.
Are you seeing a demand for the convergence of banking and wealth management, if so what must organisations do to capitalise on this opportunity?