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Wealth Dynamix

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WDX Digital Forum Survey Results

As part of the annual PAM Digital Series and for the third year running, the digital survey reveals statistics around industry trending topics, including digital strategy, client and intermediary portals, client engagement and communication and the generational shift in wealth.

This year’s Digital Survey has found a substantial shift from last year in the number of firms with a digital strategy. With paperless onboarding processes being the most important factor to consider in a digital strategy, it came as a surprise that over 50% of wealth managers do not have a digital onboarding process in place for any of their intermediaries.