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Data and AI

Getting Personal – Five drivers to power client-centric growth in wealth management

In today’s world, increasing client loyalty is a must – but your journey to get there has changed.

The way high-net-worth (HNW) and affluent clients communicate and purchase has increased the competition — and makes it harder to earn their unequivocal trust and loyalty. According to Capgemini’s World Wealth Report 2023, just half of HNW individuals are satisfied with their wealth manager’s capabilities, and more than 30% are considering changing firms in the coming year.

This leaves a gaping hole — and a tremendous opportunity for wealth management firms to put their clients first and stand out among the crowd.

To harness the power of a truly client-centric business model: 

  • Embrace the five key drivers critical to building deeper, seamless, and frictionless relationships with your clients
  • Prioritize investments in those enablers by evaluating what defines success during each of the four client lifecycle stages: acquisition, onboarding, servicing, and cross selling
  • Strengthen behind-the-scenes capabilities with data and AI, operational tools, practices, and skills required to deliver on growth potential of the client-facing drivers
  • Accelerate your client-centricity journey by embracing a structured framework to assess organizational strengths, define strategies, design client journeys, and execute the transformation

Discover how the leaders are winning client loyalty and driving profitability by focusing on digitalization, data-driven personalization, client empowerment, and accelerated product development.

Download the report and start your journey toward client centricity and trust today.

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