As remediation gathers pace, wealth managers must further accelerate digitisation to avoid resource-intensive distractions that impact sales. 

By February 2020 wealth managers began realising that digitisation was a pre-requisite to thriving or even surviving the Covid-19 pandemic. By April 2020 Microsoft’s CEO Satya Nadella said: “We've seen two years' worth of digital transformation in two months.”

Inevitably, mission-critical functions including client communica...