Digital transformation, client experience and sustainable finance are the top themes setting wealth managers’ digital agendas.
This is according to wealth and asset management fintech Objectway, which has published a research paper - Setting the Digital Agenda for the Next Normal - commissioned in association with Compeer.
Digital Transformation
Wealth managers said acquiring new customers is the most important way digital services can help them achieve their business objectives.
This was followed by being about to provide services in a more cost-efficient and s...