Is the wealth management industry in prime position today to meet the challenges of COVID-19? We think that it depends on where wealth managers are on their journey to their digital future.
Firms that have been investing in their front-to-back digital technology capabilities and client engagement models are in a better position to succeed as we evolve into the ‘new normal’. Nonetheless, there will be considerable disruption to the sector as both investor behaviour and expected market return patterns undergo rapid change.
Those who come to the market unprepared for the new opportunities, threats and client demands will find it hard to thrive. Business and technological agility, and the capability to recognise and engage with new client and market demands, will be key.
Join this digital session to learn how the global pandemic is affecting the wealth management industry and hear the views of analyst research firm, Aite Group, plus from guest speakers and Temenos customers, Julius Baer and Banco Itau Switzerland.