Digitalization of Wealth Management

Posted 20 September 2018 12:00 AM by Ricky Wallace, Marketing Manager @ ClearPeople

Did you know that 68% of wealth management firms say keeping up with new technology is their biggest challenge?

And 69% are concerned about staying relevant to a younger generation of investors?

These findings, cited in a new Thomson Reuters report, Digitalization of Wealth Management 2018, highlight the evolving nature of client relationships in wealth management.  Thomson Reuters and Forbes Insights surveyed 200 wealth managers from North America, Europe and Asia Pacific to better understand how wealth managers are using technology and data to better serve their clients and meet their new expectations.

David Akellian, managing director and global head of Wealth Management at Thomson Reuters says: 

“The industry challenge and the opportunity, is helping ensure that these firms and their advisors are better equipped with the AI, advanced analytics, insight and technology necessary to meet their clients rapidly evolving investment and service needs.”

  • 41% of wealth managers say advanced analytics and cognitive technologies will have the greatest impact on the wealth management industry over the next three years
  • 72% see AI as an opportunity

ClearPeople have been working with the financial services industry since inception in 2003. We have a wealth (excuse the pun!) of experience in implementing technology platforms truly transform the way firms work and ensure they remain at the forefront of serving their customers’ needs.

How can we help?

  • Platform as a Service 
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  • Security and Compliance – Identity / Intune / Azure Active Directory
  • Modern Desktop
  • Workplace Productivity and Office 365 Services
  • SharePoint consulting and development
  • Cognitive Services and Artificial Intelligence
  • Business Transformation
Talk to us today about your digital transformation journey.



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