The global pandemic has seen a shift in how wealth managers interact with their clients as well as the client’s expectations for the support and services they need.
We look at some of these dynamic shifts and highlight some of the ways wealth managers may need to position themselves in the new normal. In this article, Eric Mellor, APAC Wealth Management Specialist at Temenos highlighted three significant trends he observed:
- Greater attention towards health-related issues
- A rise in prominence of ‘goal-based planning’ or ‘goal-based advisory’
- A focus on community response and social inclusion
Will your platform and solutions that currently facilitate remote interactions with customers continue to be relevant in the post-pandemic environment?