CODE

The

Future Challenges

Of Wealth Management

This report investigates the idea of digitalisation - going beyond simply moving physical into digital, and fundamentally rethink products from the conceptual to execution. It is divided into three sections, and explores the major trends affecting those on the rocky journey to finding their place in the financial landscape of the future. It indicates a real need for change by pointing to the implicit needs of traditional finance to reduce costs, save time and stay ahead of the curve.

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Key Ideas
  • This report explores and investigates the idea of digitalisation
  • Three key ideas are recognised; the rise of automation, a different kind of customers, and business models for the future
  • A real change is needed to reduce costs, save time and stay ahead of the curve