PIMFA WealthTech and EY are pleased to announce the publication of our report “New Technology and Client Expectations in the Wealth Management Industry: A Focus on Client Analytics and Onboarding” PIMFA WealthTech and EY Report which follows the completion of our two tech sprints on Client Analytics and Onboarding.
The report outlines the changing expectations of clients in the wealth management industry and where firms need to consider investment in new technology and data. It also features findings from our PIMFA WealthTech tech sprints where we worked with a cohort of Fintech firms to explore where new technologies are being developed to address the challenges and opportunities of changing client expectations.
Find our more at PIMFA WealthTech and EY Report
