Wealth Management Predictions 2021

We will remember 2020 for COVID-19: The pandemic permanently changed the ways customers seek advice and how financial advisors dispense it. As the lockdown began, consumers did not have access to a physical branch or office, did not know what investment decisions made sense, and lacked access to customer service or support. This webinar outlines Forrester’s key industry predictions that will shape wealth management in 2021. This conversation goes beyond the published predictions report, featuring insights from Forrester’s lead analysts Vijay Raghavan and David Hoffman.

Key takeaways:

• Learn what market forces drove our 2021 predictions.
• Understand how COVID-19 and changing consumer behavior will pressure wealth management firms globally.
• Consider how wealth tech firms are driving innovation and influencing the future of wealth management.
• Discuss how firms should adjust their 2021 business and technology strategies to respond to major industry shifts.

Target audience level: all levels