Self-Service in Wealth Management: Remaining Competitive

Publish date:

Globally, companies are using digital technology to transform the way they run operations. This transformation is being driven by the increased sophistication of new channels such a mobile and social media. Across financial services, banks, brokerages and insurance companies are leveraging these evolving technologies to enable self-service capabilities so customers can resolve issues or get […]

Globally, companies are using digital technology to transform the way they run operations. This transformation is being driven by the increased sophistication of new channels such a mobile and social media. Across financial services, banks, brokerages and insurance companies are leveraging these evolving technologies to enable self-service capabilities so customers can resolve issues or get information without interacting with a representative. This paper looks at self-service in wealth management and examines the impact to deliver a forward-looking cross-channel client experience.

self-service_in_wealth_...

File size: 590.52 KB File type: PDF

Related Resources

World InsurTech Report 2019 Video

View video on World InsurTech Report 2019 key findings and see how established insurers and...

World InsurTech Report 2019 Infographic

Get an overview of World InsurTech Report 2019 findings with our quick-read infographic.