The winner takes it all: Client experience in wealth management

Clients want frictionless digital experiences

clock • 4 min read

For any wealth management firm to be successful in the future, a strategic assessment of its client engagement model must be at the top of the to-do list, writes Russell Andrews

For any wealth management firm to be successful in the future, a strategic assessment of its client engagement model must be at the top of its to-do list. The client experience is an area that is far less susceptible to commoditisation and can be a true point of differentiation against the competition. Client experience might also be what ultimately separates the winners from the losers as investors continue to demand more and become more empowered. This reality isn't just an occurrence that relates to retail-advised clients, it extends across the wealth spectrum. This includes asset ...

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