Trends Report

Wealth Management Firms Must Embrace Digital Technologies To Serve The Post-Pandemic Customer

June 3rd, 2020

Summary

Following the COVID-19 pandemic, wealth management firms will need to adopt new technologies and digital strategies to meet the changing behaviors and expectations of their customers.

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.