Gartner Research

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

Published: 12 February 2016

ID: G00299543

Analyst(s): Chuck Thomas

Summary

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

Analysis

  • 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

Appendix

  • Top Technology Investment Service Priorities for 2015

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