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Digitally transform client advice and experience

Firms are embracing technological advancements to enhance advisor roles and elevate client experiences.

Major new global analysis, conducted by a research coalition comprising FNZ, ThoughtLab, and Deloitte, and incorporating insights from 250 wealth management firms and 2,000 investors, indicates that by 2028, the investment industry will undergo significant transformation. Digital innovation and artificial intelligence (AI) will become crucial elements of success.

The research highlights five key steps wealth management firms are adopting to prepare for the future.

Discover these strategies by watching the first video below, which introduces the first trend identified in the study: the digital transformation of client advice and experience.

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