Gartner Research

Industry Vision: Wealth Management Firms as Platforms

Published: 09 May 2017

ID: G00315843

Analyst(s): Chuck Thomas


One way to pursue digital business transformation is to create an industry-specific vision. Given the volume of client and market data at their command, WM CIOs have the opportunity to enable their firms to become more like platform companies, enabling business ecosystems to co-create value.

Table Of Contents
  • Key Challenges



  • Create an Industry-Specific Vision for Wealth Management Firms as Platforms With a Team of Business and IT Leaders
  • Identify Examples From Wealth Management Firms and Fintechs for Inspiration
  • Choose the Right Approach

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