Financial planning and wealth management is an essential need of nearly all human beings. Following the COVID-19 pandemic, many customers who have traditionally been segmented as upper mass or emerging affluent have found themselves with increased liquidity and a need for simple, intuitive wealth management services.
Oliver Wyman research found that these customers are put off by traditional wealth management service models. We see this as the age of democratizing wealth management, and it is a significant opportunity for banks and wealth managers alike to capture new market share and deliver the transformative customer experiences.
Join experts from Oliver Wyman and InvestCloud for a webinar to discuss what democratized wealth management could look like, and why it is attractive for banks and wealth managers.