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eNewsletter Spring 2021

The Private Banking and Wealth Management industries have experienced a turbulent year. At the same time, with a new group of people looking to leverage their assets in investments—many of them for the first time—there’s a growing need for professional financial advice.

According to Accenture’s recent survey, C-level executives in wealth management affirmed they want to focus on responsible leadership and strategy, differentiated client experience, intelligent operations and technology, and empower talent and change, by 2025. 40% admit that nurturing a strong culture for change and embracing new ways of working are challenges.

In this survey, participants expect the following trends to affect the Wealth Management Industry making their business more dynamic and offering greater value to their customers:

WealthTech as the accelerator for optimised customer engagement

According to Finextra, prior to the pandemic, the wealth management sector was facing multiple challenges arising from digital disruption, evolving customer segments, and shifting competitive dynamics. The pandemic has merely acted as a reminder for the industry to revisit its priorities to appropriately tackle these challenges, and it has been successful in doing so by accelerating the adoption of technology for WealthTech.

To read the full article please visit our Industry Insights section and download the pdf.

A Highlight: Profile’s Axia is a proud Category Leader on “Chartis FinTech Quadrant” Wealth Portfolio Management Suites: Advisory Desktop solutions 2021!

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