Vijay Raghavan

Senior Analyst

Vijay serves digital strategy leaders at retail wealth and asset management, brokerage, and private banking institutions, advising them on how to prepare and respond to continuous digital disruption in this sector. He works with financial services executives and their digital teams to challenge thinking in the retail wealth and asset management sector as they design the future of financial services. He is based in Forrester’s New York City office.

Meet The Digitally Savvy Delegator
August 9th, 2021 8 min read

Read this report to gain insight on the key preferences and behaviors of digitally savvy delegators and the actions wealth management firms must take now to serve this important group of investors.

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What research can you expect from Forrester in the next 12 months? Updated biweekly, our publishing plan will keep you current with market and technology trends. Use the link below to download a list of our upcoming research.