Gartner Research

Data Visualization Brings Wealth Management Out of the Dark

Published: 16 January 2017

ID: G00315238

Analyst(s): Chuck Thomas

Summary

CIOs at wealth management firms can dramatically enhance client experience by deploying visualization tools to display complex information in an easy-to-understand format. These same tools can be utilized to improve advisor and firm productivity and capture potential compliance issues as well.

Table Of Contents
  • Key Challenges

Introduction

Analysis

  • Adopt Client-Enabled Data Visualization Tools
  • Adopt Data Visualization Tools for Wealth Managers to Create and Convey Clients' Personalized Life Journeys
  • Develop a Framework to Ensure That the Selected Tools Meet the Requirements of Casual Lines of Business Users as Well as More Advanced Analysts and Data Scientists

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