Wealth managers are getting into 2023 with a pointy give attention to how they’ll leverage expertise to raised serve their present clients, discover new prospects and construct and strengthen relationships – whereas additionally making their corporations as environment friendly and efficient as doable.
They’re involved with assembly shopper wants at a time when traders are hungry for info, nervous concerning the well being of their portfolios, and in search of steerage and reassurance.
With markets down, corporations are not benefitting from the natural progress that happens at occasions when markets are lifting asset values throughout the board. So wealth managers are way more targeted on bettering shopper experiences, cross-selling and referrals.
Companies of all sizes acknowledge that they want new instruments to supply efficient, environment friendly providers within the years forward. Whereas how corporations method expertise and tech funding is a key determinant of their success in addressing their enterprise objectives, the extent of funding by itself doesn’t assure profitable expertise options. To create worth, wealth managers should maximize their expertise spend.
The most recent WealthManagement.com WealthStack Examine reveals how advisors, c-suite executives and others throughout the trade are getting into 2023 focused-on-client wants and the expertise that may assist serve them.
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