Digital Transformation 2.0 in Wealth Management: Achieving Traction & Focus for Future Growth
Driven by unprecedented digital transformation and disintermediation, the blistering pace of change within the wealth management industry has caused significant disruption over the past five years. To remain competitive and ensure future growth in this quickly changing landscape, wealth management firms have invested in enormous transformation programs.
They have attempted to put their clients, advisors and reorganized support functions at the heart of their strategy while creating a more balanced view of their business that focuses on meeting user and business needs as well as ensuring viable technological advancements. Couple this with the proliferation of innovation powered by emerging smart technologies such as intelligent automation, artificial intelligence, robotic process automation and others, the promise of increased capabilities and improved digital omnichannel touchpoints seems like it’s finally within reach.
While there seems to be no shortage of innovative, digital idea generation, there is a deficit when it comes to getting real execution traction and a return on a firm’s investments and expectations. Exploring how to generate real value in digital transformation 2.0, this white paper unpacks the following topics:
- Envisioning Successful Digital Transformation
- Digital Transformation 1.0: Big on Hype, Modest on Impact
- A Framework for Executing Digital Transformation 2.0
- Elements of a Successful Digital Program Checklist
Download the white paper or contact us today for our viewpoint on how wealth management firms should invest their focus and resources to achieve transformation success in the coming years.
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