Jan 14, 2022

Wealth managers today are under increasing pressure and face fierce competition. Plus, expectations have changed, with investors demanding more. For some managers, legacy technology and process inefficiencies hamper their ability to respond to a changing industry ─ and they'll need to transform their operating models to future-proof their businesses.

This next decade will continue to bring significant change, with many firms being required to revamp their operating models or risk losing market share to competitors. Growth opportunities will continue to be plentiful ─ but there will be winners and losers. The wholesale shift from a product-driven to a service-driven orientation is occurring, and it requires that firms change their operating models to facilitate this transition. This research offers a practitioner's approach to thinking about and ultimately implementing an operating model that will fully support the business needs of a modern wealth management firm.

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