Evolving client expectations for more personalized services are threatening wealth managers’ ability to retain existing clients and snap up new ones. But incumbents can face these changes head on by tapping AI to hyper-personalize their offerings across the customer journey.
3 KEY QUESTIONS THIS REPORT WILL ANSWER
WHAT’S IN THIS REPORT? A dive into the challenges facing wealth managers and how AI can help incumbents overcome them; an outline of what wealth managers must put in place to enable successful AI implementations; and the key AI front-office use cases that will boost acquisition and retention.
KEY STAT: 37% of global wealth management clients indicate a preference for hybrid advisory engagement, giving wealth managers an opportunity to automate basic tasks, freeing up advisors for more complex client interactions.
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