Best practices for 1:1 personalization in asset management in 2019
Frameworks for digital transformation in highly regulated contexts
The technologies top performing asset managers use for 1:1 personalization
Asset management firms are at a crossroads.
Like major players in the banking industry before them, incumbents are beginning to see a new generation of digital startups to eat away at profits.
Institutional and private wealth clients are being tempted away with promises of better service, lower fees and less friction.
Digital experience is where the battle will be won and lost
Netflix and Amazon have set the bar.
Your clients expect the same quality of interaction from you as they would from leading consumer brands. That means responsive experiences that predict customer intent and deliver relevance in every interaction.
Financial services leaders need to understand this shift in client expectations.
Only those that drive initiatives to deliver personalized and predictive digital experiences will thrive.