Perspective
08 Apr 2022
Optimizing the wealth consumer engagement journey
In this series, we will explore how wealth managers can improve client experiences and develop lasting relationships
Our bold vision for wealth management focuses on modernizing and digitally transforming the end-to-end value chain to drastically improve performance, scale, and the ability to serve clients more effectively. This journey begins with understanding changes in a client’s needs and equipping the organization—which, in turn, equips the advisor—with the tools to meet them.
Wealth Consumer Journey
Contributors:
Shaun Goffenberg
Consultant
Consulting
Shannon Fernandes
Consultant
Consulting