Digital transformation is vital for wealth managers as consumer expectations change and competition stiffens

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Insider Intelligence

These Are the Key Players, Biggest Shifts, and Trends Driving Digital Transformation in the $29.1 Trillion Industry

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Digital transformation is vital for wealth managers, as consumer expectations are changing, fiscal pressures are tightening, and competition is stiffening. All of these drivers have been further accelerated by the pandemic. But transformation efforts across the front, middle, and back office can help incumbents get their services up to speed and better compete with fintech wealth managers that are challenging the status quo.

In The US Wealth Management Ecosystem Report, Insider Intelligence details the drivers of digital transformation within wealth management and how incumbent wealth managers can overhaul their front, middle, and back offices to upgrade their offerings and meet customer demands. Additionally, it examines the strategies incumbents are finding to digitize successfully, and highlights some key trends Insider Intelligence expects will shape such transformations going forward.

In full, this exclusive report:

1 Identifies the main types of players in the US wealth management ecosystem
2 Examines the key drivers for change in the industry
3 Forecasts how these drivers will affect incumbent wealth managers, and what they are doing to remain relevant amid the changing landscape

Get all of these insights and more when you purchase The US Wealth Management Ecosystem Report for $995.
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