The Implications for Digital Tech& Solution in Wealth Management
The Dawn of a New Era: The Implications for Digital Technology & Solutions in WEALTH MANAGEMENT.
This edition of the Hubbis Digital Dialogue Series will mine down into the digital shafts to assess to what extent the global pandemic has accelerated the need for digital solutions in the world of wealth management, and to what extent this would have occurred in any case, albeit over a somewhat more extended timetable.
Right from the initial contact with a prospective HNW or UHNW or possibly mass affluent client, and all the way through all the different stages and elements of the Client Lifecycle Management protocol in wealth management, digital solutions have been revolutionizing the client’s interface with their banks and advisers.
Where precisely along this chain will digital solutions be in even greater demand in the months and years ahead? What does all this mean for the workplace we knew before and the work methodologies of the future? Will regulation be even tougher than before and therefore RegTech solutions in even greater demand? What will all this mean for the relationship manager of tomorrow? And for the providers themselves, how will they need to adapt their planning and investment to cope with this potentially new environment?
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