Gartner Research

How to Build the Foundation for Digital Transformation in Wealth Management

Published: 11 November 2015

ID: G00292903

Analyst(s): Chuck Thomas


Changing customer expectations, the rise of alternative investment platforms and regulatory requirements are driving a radical shift in wealth management. This research highlights key areas that wealth management CIOs and LOB leaders must address for the next generation of wealth management firms.

Table Of Contents


  • The Current Wealth Management World Is Not Sustainable
  • The New Wealth Management World Is Digitalized
  • Business Challenges and Upcoming Research
  • Unified Wealth Management Platforms
  • Contextualization Through Mobility and Social Media
  • Data Discovery and Visualization
  • Smart Comparators
  • Summary
  • Appendix

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