Gartner Research

Data Visualization Brings Wealth Management Out of the Dark

Published: 16 January 2017

ID: G00315238

Analyst(s): Chuck Thomas


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



  • 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

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.