Digital Customer Engagement for Asset and Wealth Management Companies

Rapid digital transformation has changed Asset and Wealth Management industries to give up on traditional practices and embrace new ones. With a greater command in the hands of the customers today, the focus of AWM companies is primarily on delivering personalized user experience to each customer across their investment journey.

Around 84% of global asset managers have lost investors to digital-first disruptive competitors. Big names such as JP Morgan Chase and Bank of America are already on the path of digitization, which is rewarding them with more market share than others.

In this Ebook, you will have a clear understanding of what the modern-day investors expect from their wealth managers, along with what big names in the finance industry that are successfully delivering the desired CX. You will also gain insights on:

  • If Asset and Wealth Management companies are ready for digital adoption?
  • What customers want from Asset and Wealth Management companies?
  • How technology impacts value for Asset and Wealth Management companies?
  • What challenges do Asset and Wealth Management companies face during digital transformation?
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