Wealth management firms are steadily moving from a self-service to a hybrid, roboadvice model, but most still focus on mass affluent investors and their advisors. Wealth management CIOs must enhance their hybrid robocapabilities to support all client segments, as well as the emerging cyborg advisor.
Gartner Recommended Reading
Note 1: 2020 HNW Client Experience Survey
Note 2: 2020 Gartner Wealth Management Advisor Effectiveness Survey
Notes 3: 2020 Gartner Wealth Management Survey