Trends Report

The Future Of Work In Wealth Management

Routine Compliance And Office Management Tasks Give Way To Deeper Client Relationships And Digital Skills

March 2nd, 2020
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
J. P. Gownder, Vice President, Principal Analyst
J. P. Gownder Vice President, Principal Analyst
August du Pont, null
August du Pont
With contributors:
Oliwia Berdak , Piers Conway , Sam Bartlett

Summary

Digital technology can perform routine tasks such as data entry more effectively than humans and has freed up human workers to complete other, more complex tasks. Investment managers who find the right balance of human and machine labor will thrive. To help you better understand this progression and how to manage your talent pool, this report quantifies the net change for job categories in investment management. CEOs, CIOs, HR leaders, and enterprise architects can use this taxonomy to plan for a very different workforce.

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