This report begins with a brief introduction to the drivers of wealth management projects and the evolution of client segmentation, client management, distribution channels, and technology among wealth managers. This is followed by a detailed market overview as well as a look at technology trends, market segmentation, and investor product selection changes. We also take a deeper look at technology demands among wealth managers and product enhancements made by vendors. Finally the report provides an overview of the emerging technology demands for mobility and social media among wealth managers and end investors.
Also included in the study is a vendor preview section, which highlights several solution providers in the wealth management market and outlines each solution’s offering in the wealth management market, including Finantix.
Enabling Digital Financial Services
Report: Applying Artificial Intelligence in Wealth Management