Key Trends Driving Wealth Management
Eric Mellor, Wealth Management Specialist for APAC/MEA, explains some of the key trends that we anticipate will be top of mind for key decision makers in wealth management throughout 2023
The ability to leverage existing customer data in a structured manner will enable the creation of insights that may lead bespoke or semi-bespoke proposals. These will, at the very least, create a perception of a unique, tailored offering that if formulated correctly, is more likely to appeal to the selected sub-set of customers.
Generational Wealth Transfer
With an estimated 40 to 60 trillion dollars set to change hands from the original baby boomers to their Gen X and Millennial children, this trend will remain of critical importance to wealth managers focused on higher net worth clients.
Fintech Adoption & API-ification
During the last few years with COVID-19, we saw a huge focus on the service offering and client experience. Now, within the current economic climate, every customer is focused on operating costs.
Whitepaper: 7 Key Trends Driving Wealth Management in 2023
Read about some of the key trends that we anticipate will be top of mind for key decision makers in wealth management throughout 2023.
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Temenos Wealth achieves ‘best in class’ status in Aite-Novarica Group’s Matrix Evaluation of Wealth Management-focused Core Banking Systems.