Thinking Beyond the Crisis: Developing a Strategic Approach to Mobile Communication

Anna Schneider

Senior Research Analyst

Anna Schneider researches and analyzes market data, conceptualizes and writes research reports, and presents research to relevant networks in international settings. Anna is focused on researching the Asian wealth management landscape. She is especially focused on the China’s financial services sector, including how it is impacted by disruptive technological, economic, legal, and regulatory developments, and the related implications for wealth management industries worldwide. Anna holds a double master’s degree in Chinese-European economic and business studies from the Southwestern University of Finance and Economics in Chengdu, China, and the Berlin School of Economics and Law in Germany. She also holds a bachelor’s degree in Asian studies and management from the University of Applied Sciences in Constance, Germany. Anna is fluent in English and holds an Advanced Certificate HSK 6 in Chinese. Her native language is German.

Recent research assignments and publications include the following:

Wealth Management in Asia
Mobile Apps for Wealth Management Benchmarking
Thinking Beyond the Crisis: Developing a Strategic Approach to Mobile Communication
I, Advisor: Implementing AI Throughout the Client Journey
Mobile Trading on the Rise - Background, Trends, and Relevance for Wealth Managers

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Jun 30, 2020

This spotlight report discusses how wealth managers can prepare for the fundamental change in the work and communication culture we will be experiencing in the long-term by investing in mobile communication and collaboration tools.

Client communication is at the heart of the advisor-client relationship. In the current climate, remote communication is the status quo for client interaction. The added workload through fragmentation of communication, information, and applications is likely a risk factor for both company growth and client satisfaction. How can wealth managers navigate these risks and prepare for the fundamental change in the work and communication culture we will be experiencing in the long-term? One strategy for success: investing in mobile communication and collaboration tools.

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