Wealth Management Firms Accelerate Digital Investments To Power Hybrid CX

The wealth management industry experienced major changes in 2020 because of the COVID-19 pandemic. Due to the sudden inability to meet customers or prospects in person, firms were compelled to accelerate their digital transformations and upgrade their sales, service, and advisory capabilities. Post-pandemic, success will depend on finding the optimal balance between human and digital across channels to create a differentiated client experience. Read this report to understand how leading wealth management organizations implement hybrid experiences by digitally augmenting their sales and service models.