The wealth management industry has an ever-evolving relationship with technological transformation. It is simply impossible for firms or other financial institutions to ignore their digital strategy, given that Generative AI and LLMs are proving better than humans when it comes to efficiency, reliability, and other advisory-related tasks.

This is an adaptation of the article “We tried out the chat with a banker directly in the banking app. How does it work?” by Roman Calik from TECHBOX magazine. You can find the original here.

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Capgemini’s World Report Series 2025 estimates that $83.5 trillion will move to Gen X, Millennials, and Gen Z by 2048. Along with it comes new digital-first service expectations, and a rising dissatisfaction with firms that haven’t adapted.

Co-Browsing vs. screen sharing – while similar, Co-Browsing offers financial institutions a more collaborative and safer experience.

The World Report Series 2025 by Capgemini represents one of the most extensive and consequential pieces of research for the wealth management industry in recent years.

Explore top banking customer service strategies backed by real success stories and data on omnichannel experiences, agent empowerment, and tech-driven CX.

Client engagement leads to increased value generation. So why are advisors struggling to maintain frequent, meaningful communication with clients?

Traditional branches are numbered. There’s no quick fix to improve performance – it requires a complete strategic overhaul.

Digital branches can be the answer to the growing challenge of branch closures – according to real examples achieved alongside Unblu Branch.