2012 Americas wealth management study

Enhancing the advisor and customer experience through technology

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In our inaugural wealth management survey last year, otherwise unrelated issues—regulation, client strategy and new products—shared a common theme: the importance of technology. This year, we dug deeper into wealth management firms’ operating and technology spending to better understand the underlying strategic focus that drives expenses and investments.

Our survey looked at the interplay between technology and these strategies and challenges facing the wealth management business:

Be sure to download the full report: “Enhancing the advisor and customer experience through technology.”