When 84% of Asian wealth management Relationship Managers tell you they working reactively to clients needs, and 72% of their relationships are average, below par or awful, it’s time to act fast.
In our latest research report the majority of respondents believe wealth management will always remain a people-to-people business, and technology will support and empower relationship managers, not replace them.
89% stated that a more process-driven, disciplined and structured Client Lifecycle Management system would attract new clients.
80% expect Asia’s private wealth accumulation to outstrip other regions in the world, and 87% believe that the Asian wealth management market will grow rapidly.
The opportunities are immense.
Download your research report now and find out how Relationship Managers can be equipped to take centre stage, back where they belong.
20 October 2020
Wealth management firms are all-too-often underpinned by inefficient and outdated legacy systems that cannot accommodate client needs or regulatory requirements
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16 October 2020
In this edition of our “Spotlight on…” series, Wealth Dynamix and Microsoft debate the role of digital transformation in wealth management.
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15 October 2020
Investment content producers who use performance metrics, data and lead generation numbers to deeper inform their content strategies will succeed.
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