Digital Innovation in Wealth Management: Looking Back at 2021

Digital is now a central way wealth managers work with their prospects, clients, and staff members.  

January 26, 2022 – Digital innovation has taken an increasingly dominant position in the wealth management industry over the last decade, and the ongoing COVID-19 pandemic has shone a harsh spotlight on it. Optimizing digital innovation in wealth management—be it in the realm of client engagement or product and compliance—has become imperative for financial institutions.

This Impact Report summarizes the key takeaways on digital innovation in wealth management from Aite-Novarica Group’s virtual Wealth Management Executive Forum conducted in 2021. It takes a holistic view of the digital engagement side for both clients and advisors, and in various areas of FIs’ product and compliance efforts. This report includes the following firms that sponsored the executive forum: Accenture, Avaloq, Black Diamond, eMoney, InvestCloud, MyVest, NaviPlan, Orion, Ortec Finance, Refinitiv, RingCentral, SEBA Bank, and Seismic.

This 43-page Impact Report contains nine figures and one tables. Clients of Aite-Novarica Group’s Wealth Management service can download this report and the corresponding charts.

This report mentions Accenture, Arab Bank (Switzerland) Ltd., Avaloq, Bank of America, Merrill Lynch, Black Diamond, CaixaBank, Ellevest, eMoney, EY, Formuesforvaltning, InvestCloud, J.P. Morgan Wealth Management, KBC, Morgan Stanley, MyVest, NaviPlan, Orion, Ortec Finance, Refinitiv, RingCentral, SEBA Bank, Seismic, Societe Generale Private Banking, Swissquote Bank, UBS, VP Bank, and Wealth Wizards.

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