Redefinition of client interactions
Irreversible shifts in client behaviours and expectations, as well as new entrants leveraging emerging technologies change the future of wealth management: Ubiquitously accessible, smartly tailored, with full transparency, on the most convenient and preferred channels.
Imagine that all our clients get tailored, personalized advice. Anytime, anywhere, perfectly adapted to their situation in life, their current needs, their immediate context as well as their emotional state. Imagine they interact with robots as well as with personal advisors – in their preferred way.