Wealth Management Firms Accelerate Digital Investments To Power Hybrid CX

How COVID-19 Forced Wealth Managers To Become More Hybrid
June 17th, 2021
With Contributors:
Nancy Lin
and Bill Nagel


The wealth management industry experienced major changes in 2020 because of the COVID-19 pandemic. Due to the sudden inability to meet customers or prospects in person, firms were compelled to accelerate their digital transformations and upgrade their sal

Want to read the full report?

This report is available for individual purchase ($1495).

Customers are the new market-makers, reshaping industries and changing how businesses compete and win. Success depends on how well and how fast you respond. Forrester Research gives you insights and frameworks aligned to your role to shorten the time between a great idea and a great outcome, helping your teams win in the age of the customer. Contact us to learn more.