How to capitalize on the changing value of financial advice

One-third of wealth management customers have switched providers or moved money in the last three years, and one-third are seeking to switch in the next three.

To avoid a major disruption to their businesses, investment providers need to be aware of these shifts, why they are happening, and what they can do to insulate their firms and take advantage of these trends.

Get the fact sheet

Download

Explore our case studies

Designing a digital platform for next-gen investors

We helped a leading wealth manager develop a digital platform for tomorrow’s investors, who expect seamless access to financial products.

26 Jun 2018 John Walsh

Customer segmentation: the smart route to growth

A global wealth management firm is exceeding targets after we helped it better understand client needs and develop a new digital service model.

26 Jun 2018 Alex Birkin

Read more stories

Positioning a financial planning and pension provider for growth

We boosted an Australian company’s ability to grow by supporting its transition from a paper-based system to a digital one.

26 Jun 2018 Brenden Savage

Keeping a business transformation on track

We supported a wealth and asset management technology provider in delivering a successful transformation project.

26 Jun 2018 Dean Brown

A digital transformation powers innovation

A technology-driven business transformation has equipped a global investment manager to innovate and grow.

5 Sep 2018 Dean Brown

Contact us

Like what you’ve seen? Get in touch to learn more.