How to uncover clients’ deepest needs and interests
The technologies major financial services firms use to predict intent
WHY better digital customer experience is integral to the future of the industry
According to PWC’s ‘Asset Management 2020: A Brave New World’ report, the financial services industry stands on the edge of a number of fundamental shifts that means the way in which many firms operate in 2020 will be significantly different compared with today.
Client expectations for a seamless and tailored experience requires technological innovation within wealth and asset management. However, most firms have afforded themselves little time to bring the future into focus and start delivering client experiences that are intuitive and predictive.