Gartner Research

Eliminate Bias Now: Support All Wealth Management Client Technology Preferences in Any Environment

Published: 10 June 2020

ID: G00723925

Analyst(s): Darrin Courtney

Summary

No matter how volatile the environment, wealth management firms need to provide a digital experience that meets client technology preferences. Chief information officers can ensure success by addressing inherent biases and designing solutions that meet needs across multiple channels and segments.

Table Of Contents

Overview

Introduction

Analysis

Gartner Recommended Reading

Note 1. 2019 Gartner Customer Experience Survey

Note 2. 2018 Gartner Advisor Effectiveness Survey

Note 3. 2018 Gartner High-Net-Worth Client Experience Survey

Note 4. 2019 Gartner Financial Services Technology Survey

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