Unblu publishes its 2023 Wealth Management Outlook to shine a spotlight on industry trends

Unblu’s Wealth Management Outlook combines the technology company’s industry expertise and trusted sources to identify the trends, challenges, and opportunities defining the wealth management sector.

There is a lot of quality information available for professionals in the wealth management sector, but sometimes it can be difficult to identify the most valuable nuggets.

Luc Haldimann, CEO at Unblu

The Swiss-based conversational technology company Unblu has released its 2023 Wealth Management Outlook, drawing on key insights and statistics – as well as the company’s industry expertise – to reveal the current state of the wealth management sector.

Unblu offers the most complete suite of conversational engagement products for the financial industry, working closely with wealth management firms and private banks to drive revenue through engagement.

The outlook features facts and statistics based on research from Forrester, Gartner, McKinsey, Deloitte, Capgemini, and others. This is enhanced and further contextualized with original insights, gained from exclusive Unblu interviews with representatives of leading institutions to provide a clear picture of ongoing developments.

“There is a lot of quality information available for professionals in the wealth management sector, but sometimes it can be difficult to identify the most valuable nuggets,” said Luc Haldimann, CEO at Unblu. “Our goal with the 2023 Wealth Management Outlook was to present the information in an accessible way while also offering our own insights, drawn from our work with key industry players.”

Given the tumultuous start to the year, the publication of this outlook will help firms to benchmark their progress and strengthen or realign their strategies for the last two quarters. To facilitate practical application, the outlook has been divided into three separate sections: Changing Contexts in Wealth Management, Opportunities in the Wealth Space, and The Role of Customer Experience.

“When creating the report, we were conscious about ensuring that information was presented in a practical manner,” said Javier Puga, EVP Marketing at Unblu. “Our goal was to create a paper that a wealth manager could read during their morning commute and feel they had either learned something new or sparked an idea for a new approach moving forward. Achieving this required exceptional levels of collaboration from our team and I’m exceptionally pleased with the results.”

To download the 2023 Wealth Management Outlook, please follow this link.