What’s Stopping You?

What's Stopping You?

BUILDING DATA-DRIVEN EXPERIENCES & RELATIONSHIPS IN WEALTH & ADVICE

Data will play a central role in the creation of next-generation customer experience in wealth and advice. But how exactly? How will data mastery help you to give your customers what they want? Automation, intelligent insights, AI/ML tools all have their part to play in transforming the speed and quality of wealth and advice services. But most fundamentally, the industry must embrace a culture of design-thinking. What does this look like in the wealth context? What part does data play?

Instilling the vision, culture and mindset

Data as an enabler of customer experience means embedding an integrated vision throughout your business; being data-driven is a cultural mindset, as is holding the customer experience as central. How do you align your vision with your data to get the whole organisation geared to delivering data-driven experiences?

Dive deeper

To gain the actionable insights that can drive a personalised experience, you need to dive deeper and gain a granular understanding of the customer. This is the world of open banking, predictive analytics, and AI. What could this look like in your business?

Redefining relationships

Relationships are at the heart of wealth management. The evolution of the wealth customer experience should be the enhancement of the relationship between customer and advisor. How can data-driven tools and technologies free up relationship managers to focus on customer value?