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
The asset management industry is being assailed from all sides by a new generation of digital startups and service providers, each one promising your institutional and private wealth clients better service, lower fees and less friction.
However, the standard has been set by consumer brands like Netflix and Amazon whose responsive experiences predict customer intent and deliver relevance in every interaction. Financial services leaders need to understand this shift in client expectation, and drive initiatives that deliver personalized and predictive digital experiences.