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In This Ebook You Will Find

1
If Asset and Wealth Management companies are ready for digital adoption?
2
What customers want from Asset and Wealth Management companies?
3
How technology impacts value for Asset and Wealth Management companies?
4
What challenges do Asset and Wealth Management companies face during digital transformation?

What’s inside?

Rapid digital transformation has changed Asset and Wealth Management industries to give up on traditional practices and embrace new ones. With a greater command in the hands of the customers today, the focus of AWM companies is primarily on delivering personalized user experience to each customer across their investment journey.

Around 84% of global asset managers have lost investors to digital-first disruptive competitors. Big names such as JP Morgan Chase and Bank of America are already on the path of digitization, which is rewarding them with more market share than others.

In this Ebook, you will have a clear understanding of what the modern-day investors expect from their wealth managers, along with what big names in the finance industry that are successfully delivering the desired CX. 

Similarweb’s expansion in India

Our Writers

Prakash Jha

Prakash Jha

Director - Customer Experience Altudo

With 12+ years of experience in the Financial Services Industry both on the business and the CX side, Prakash understands the business challenges and has deep experience in problem solving. Helping marketers achieve their goals by the enablement of strategic CX consulting and technology execution has been the core interest for him.

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