CLUSTERS
Wealth advice
New players are challenging existing models with cheaper, seamless services.
The wealth management industry is also challenged by a number of disrupting trends – from automated services at lower costs and higher customization potential to customer empowerment tools like social trading platforms and the banking-as-a-platform movement. These developments risk commoditizing traditionally high value services at a time when customer expectations of personalization, efficiency and lower costs continue to grow.
Key trends

Automated advice

Sharing knowhow

Advanced analitycs

Natural language

Process-as-a-service

Partneships