Gartner Research

Five Key Areas Where Advanced Analytics Can Create Value in Wealth Management

Published: 12 February 2016

ID: G00299543

Analyst(s): Chuck Thomas


Wealth management clients increasingly expect highly personalized investment solutions, as well as more investment alternatives, greater fee transparency and collaboration with advisors. CIOs can leverage advanced analytics to offset revenue erosion driven by these and other trends.

Table Of Contents


  • Shifting Client Expectations and Demographics Are Radically Changing the Wealth Management Landscape
  • Five Key Areas Where Advanced Analytics Can Add Value in Wealth Management
    • Client Experience
    • Relationship Manager/Advisor Experience
    • New Revenue Opportunities Identification
    • Risk Management
    • Operational Efficiency
  • Digital Transformation Demands Advanced Analytics


  • Top Technology Investment Service Priorities for 2015

Gartner Recommended Reading

©2021 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Become a client

Learn how to access this content as a Gartner client.