The Top Emerging Technologies In Wealth Management, 2023

January 25th, 2023

With contributors:

David Hoffman , Brian Hopkins , Aaron Suiter , Jen Barton

Summary

Nearly two-thirds of business and technology professionals in wealth management firms are increasing their spending on emerging technologies. In this report, we cut through the hype and identify the nine emerging technologies that every wealth management firm should consider investing in: cloud-native computing, explainable AI, intelligent agents, automation fabric, machine learning, customer analytics, predictive analytics, sustainability ratings and ESG analytics, and decentralized digital identity. Technology leaders in wealth management firms can use this report to decide which emerging technologies to invest in, which to experiment with, and which to watch.

Want to read the full report?

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

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.