Next-Gen Capabilities to Navigate the Disruptive Era

Next-gen capabilities can empower both wealth managers and clients to navigate uncertain times

New-era clients seek personal connection

The strong correlation between better personal connection with HNW clients and the financial performance of wealth management firms underscores the importance of wealth manager/client relationships, even in the digital era. Capgemini analysis showed that firms that ranked in the top 25% for strong personal connection over two years (Connection Leaders) outperformed firms in the bottom 25% (Connection Laggards) in a comparative analysis of several financial measures.

World Wealth Report 2019

The World Wealth Report 2019 is the industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. To navigate the current disruptive environment, this edition of the report explores how next-gen capabilities, including artificial intelligence and analytics, can empower both wealth managers and clients.

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