Gartner Research

Enhance Collaboration Capabilities in Client-Facing Technology to Improve the Digital Experience

Published: 18 August 2020

ID: G00727564

Analyst(s): Darrin Courtney

Summary

Client-facing tools and enhanced digital interactions are priorities for wealth firms, but offerings currently fall short of meeting both firm and client expectations. CIOs delivering the digital experience can enhance digital empathy by optimizing digital collaboration.

Table Of Contents

Overview

Introduction

Analysis

Gartner Recommended Reading

Note 1: The 2020 Gartner Customer Experience Survey

Note 2: The 2020 Gartner Wealth Management Survey

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