Summary
From April through August 2020, we surveyed wealth management industry professionals from more than 80 companies to understand which technology initiatives they are investing in this year. This report gives digital professionals insights into technologies and initiatives that wealth management professionals are — and aren't — prioritizing. We conducted this research during the COVID-19 pandemic lockdowns that started in the US in early to mid-March.
Log in to continue reading
Client log in
Welcome back. Log in to your account to continue reading this research.
Become a client
Become a client today for these benefits:
- Stay ahead of changing market and customer dynamics with the latest insights.
- Partner with expert analysts to make progress on your top initiatives.
- Get answers from trusted research using Izola, Forrester's genAI tool.
Purchase this report
This report is available for individual purchase ($1495).