Тhe Digital Wealth Management Outlook 2023

The wealth landscape is reaching a point of no return as years of change transform the status quo. What must private banks and wealth management firms do to mitigate the risks and embrace the ever-growing opportunities?

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Sweeping changes affecting the wealth management sector

The great wealth transfer

Demographic shifts – most notably the great wealth transfer – mean trillions of dollars will be in new hands in the coming years.

Sustainable, value-driven investments

Morals and ethics will play an increased role in strategy as clients want to know the impact their investments have in ESG contexts.

High inflation and economic uncertainty

Geopolitical developments, the pandemic aftermath, and other global trends have had a knock-on effect, driving inflation and threatening long-standing institutions.

Digital transformation and cybersecurity concerns

Clients want better, faster service options – but clients and organizations alike remain concerned about compliance, cyber attacks, and data security breaches.

Previous editions

Digital Wealth Management Outlook 2022

Unblu’s 2022 Digital Wealth Management Outlook offers a roadmap to help executives orient their teams in uncharted territory.

About Unblu

Unblu is a leading Conversational Engagement Platform that’s fine-tuned for the financial services industry. Centered around three pillars – texting, video & voice, and collaboration – we help retail banks, wealth management firms, and insurance companies to provide faster, more secure customer service experiences.

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