Wealth Management Trends: Competing on Client Experience through Innovation

Wealth Management Trends: Competing on Client Experience through Innovation

Competitive shifts in the wealth management industry are deepening, driven by post-financial crisis demands for transparency and cost-effective investment alternatives. As firms vie to restore profitability in an age of fee-wary and information-hungry customers, they are prioritizing their technology investments to address the current trends driving this new reality:
1.Demands to improve the client experience
2.Dependence on innovative technology to compete
3.Desire to show immediate value to their client base

Join analyst Bill Butterfield, from the Wealth Management practice at the financial services research and advisory firm Aite Group, and Kim Neuwirth, Financial Services product lead at Narrative Science, as they discuss how leading firms are addressing these trends. Learn how Narrative Science Quill is equipping firms and advisors with personal engagement tactics via on-demand access to recommended points of discussion. Quill is also providing advisory firms with narrative summaries of portfolio performance that they are delivering to directly to clients through multiple channels, including mobile, print and platforms.

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