"2020 brought numerous changes into customer servicing models and technology behind them. It only accelerated the inevitable– remote customer handling, quest for relevance in product offering and communication, or customer journey digitization.
The survey you’re about to read was conducted to understand the current state of the wealth management industry. We have entrusted this endeavour to Celent whose expertise and global view are invaluable. We hope the survey will give you a fresh insight into how financial institutions adopt new strategies to maintain operational agility and keep customers close and engaged.
This undoubtedly requires cross-functional teams, discipline and, most of all, the ability to adjust to business environment and customer expectations in a flash. We are proud to be part of this race for customer satisfaction and excellence in wealth management."
The survey you’re about to read was conducted to understand the current state of the wealth management industry. We have entrusted this endeavour to Celent whose expertise and global view are invaluable. We hope the survey will give you a fresh insight into how financial institutions adopt new strategies to maintain operational agility and keep customers close and engaged.
This undoubtedly requires cross-functional teams, discipline and, most of all, the ability to adjust to business environment and customer expectations in a flash. We are proud to be part of this race for customer satisfaction and excellence in wealth management."
Foreword by Grzegorz Prosowicz, PhD, Head of Capital Markets Consulting at Comarch
Here’s what you will find in the report:
- How the industry is embracing digitization and AI
- Which business processes would benefit most from AI
- What role an omnichannel plays for wealth managers
- Which of the digitization requirements will experience the greatest acceleration in digital transformation
- What is the future and challenges for wealth management area
…and more! Download Celent’s report and Comarch’s insights and gain valuable knowledge about IT in the wealth management industry!