Sweeping changes affecting the wealth management sector
The great wealth transfer
Demographic shifts – most notably the great wealth transfer – mean trillions of dollars will be in new hands in the coming years.
Sustainable, value-driven investments
Morals and ethics will play an increased role in strategy as clients want to know the impact their investments have in ESG contexts.
High inflation and economic uncertainty
Geopolitical developments, the pandemic aftermath, and other global trends have had a knock-on effect, driving inflation and threatening long-standing institutions.
Digital transformation and cybersecurity concerns
Clients want better, faster service options – but clients and organizations alike remain concerned about compliance, cyber attacks, and data security breaches.
Digital Wealth Management Outlook 2022
Unblu’s 2022 Digital Wealth Management Outlook offers a roadmap to help executives orient their teams in uncharted territory.
Unblu is a leading Conversational Engagement Platform that’s fine-tuned for the financial services industry. Centered around three pillars – texting, video & voice, and collaboration – we help retail banks, wealth management firms, and insurance companies to provide faster, more secure customer service experiences.