Innovate to succeed: The client call to action for wealth management
This market study provides first-hand customer insight on how private bankers and wealth managers can become more effective in serving their existing clientele, as well as identify and develop future opportunities.
This white paper goes into four data-rich chapters:
Chapter 1: Customer loyalty in a perfect storm
Chapter 2: Seize the opportunity of disloyalty and build the pipeline
Chapter 3: Plan for the next stage in the advisor evolution
Chapter 4: Learn the right innovation lessons from big tech
This report is based on Appway’s research engagement with Scorpio Partnership (Aon), who interviewed 272 investors from across the US, the UK, India and Germany with an average net worth of $1.4 million.
The report has highlights significant opportunities available to wealth management firms to escape declining margins and competition purely on fees and investment performance.
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