Covid-19 has fundamentally changed the wealth management industry, evolving client demands and changing the way to deliver advice and serve clients.
For instance, according to Oliver Wyman Global Wealth Management Report, during the pandemic there has been a massive increase in client engagement across all digital channels.
The existing advice delivery model has been shown to be somewhat resilient, but with some limitations.
In particular, large bank owned wealth managers have found greater success leveraging channel upgrades made over recent years, while smaller independent wealth managers
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