Analyst Research

Sustainable Digital Change: A must have to improve customer experience
Where wealth firms are embracing digital change and the sustainable impact on customer experiences
October 2023

19 October 2023

Analyst Research

Unlocking opportunity in challenging times: innovation in European financial services
The joint research results are based on GlobalData’s annual surveys on financial services companies worldwide.
June 2023

5 June 2023

Analyst Research

The WealthTech Report 2023
Operational efficiency: a positive effect on the bottom line
February 2023

7 February 2023

Analyst Research

The Swiss WealthTech Landscape Report 2022
Democratising wealth: a unique business opportunity to shape the future of wealth management
November 2022

25 November 2022

Analyst Research

Using digital change to enable front office scalability
Technology is providing value to drive productivity and future proof their front office
May 2022

13 October 2022

Analyst Research

The UK Wealthtech Landscape Report 2022
Providing digital-first approach and ease of use will become a key factor of choice for the whole wealthtech industry
July 2022

2 July 2022

Analyst Research

Forecasting the future: technology and investment in wealth management
Key changes in wealth management and their impact on client services
June 2022

3 June 2022

Analyst Research

Wealthtech 2022
Challenges in wealth management, from 2021 to 2022
March 2022

10 March 2022

Analyst Research

The swiss wealthtech landscape report 2021
Increasing front office efficiency and intergenerational wealth retention through digital change
December 2021

1 December 2021

Analyst Research

The rise of ESG in wealth management
ESG is at the centre of today’s risk management approach
September 2021

1 September 2021