Enhance the Collaboration Experience in Client-Facing Technology to Improve Digital Empathy

Published: 26 December 2018 ID: G00373956


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Client-facing tools and enhanced digital interactions are priorities for wealth firms, but offerings currently fall short, resulting in low client ratings and usage. CIOs delivering the digital banking experience can enhance digital empathy by optimizing digital collaboration.

Table of Contents

  • Introduction
  • Analysis
    • Existing Client-Facing Technologies Requiring Collaboration Focus
      • Client Portals
      • Document Vaults
      • Financial Planning Collaboration Tools
      • On-Demand Reporting
      • Robo Advisors and Retail Automated Advice
      • Social Media Tools
      • Videoconferencing Technology
      • Client-Driven Account Aggregation
      • Mobile Apps and Text Compliance
      • Prioritization Approach
    • Emerging Client-Facing Technologies Requiring Collaboration Focus
      • Chatbots and NLP-Powered Solutions
      • Collaborative Robo Advisors for HNW and UHNW Clients
      • Artificial Intelligence (AI) for Client Solutions
      • Client-Supporting Fintech Partners
      • Internet of Things (IoT) and Wearables
      • Virtual Reality (VR) and Gamification
      • Screen Sharing and Co-Browsing
      • Prioritization Approach
  • Gartner Recommended Reading
© 2018 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Reproduction and distribution of this publication in any form without prior written permission is forbidden. The information contained herein has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartners research may discuss legal issues related to the information technology business, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The opinions expressed herein are subject to change without notice.

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