Top-10 Trends in Wealth Management: 2019

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Intelligent solutions can help established wealth management firms stay in tune with clients’ evolving preferences and demands – a critical hedge as BigTechs eye opportunities in the industry. This report explores the trends most likely to affect the wealth management dynamics in 2019.

In light of BigTech’s potential entry into wealth management, it is critical for established firms to anticipate evolving customer preferences and demands to stay competitive. Leveraging deep customer insights offers a competitive edge when it comes to designing products and services. Artificial intelligence (AI) is becoming an increasingly useful tool in the development of Intelligent Solutions for both front- and back-end wealth management operations, which can improve customer engagement. In pursuit of new revenue streams, wealth firms are partnering with third-party developers and FinTechs to create open API-based plug-and-play services. Data-driven compliance will help to ensure regulatory risk management while also driving firm goals, profitability, and reputation.

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