The Digital Shift Driving Wealth Management

Luke Hinchliffe

Head of Digital Marketing

Kurtosys Systems

The demand for digital interaction from wealth managers has hit an all time high. The global HNWI wealth landscape is forecast to top $70 trillion by 2017, growing by 7.7% annually from the end of 2014 through 2017. By now, customers are used to instantly accessing their information 24/7 on almost any device; investors expect the same from their wealth manager.
According to an article on, when it comes to investment decisions, 30% of respondents expressed a preference for traditional phone and mail interaction with their wealth managers but 57% still preferred digital interaction. So, as far as managing their wealth goes, customers need to strike a balance between regular meet-ups with their wealth advisor/financial planner and securely reviewing their portfolios, receiving client reports and sending messages through the Web.
In this white paper, we take a look at the most important issues that have influenced the development and necessity of wealth management portals, including:

  • The generational shift of investors from Baby Boomers to Millennials
  • The rise of digital reporting
  • The necessity of bank-grade security
  • The pressure to meet client expectations by providing the best possible user experience with the latest technology

Read the full white paper by downloading the PDF version (top right).

Previous article

Members List 2017

Next article

Fund Marketing: A Millennial’s Perspective

Get access to valuable thought leadership from the financial services marketing industry

Keep up-to-date with current trends and changes across marketing and financial services is vital in this fast-moving business environment.