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22 January 2018

Are you supporting tomorrow’s wealth management with yesterday’s technology?

Accelerating the transformation of wealth management through digital technology

Wealth managers will increasingly engage head to head in the field of technology. Granted, technology has always been an important driver in the wealth management sector, but the intensity of change is about to reach new heights. An EY report presents the findings of a comprehensive research initiative on the state of technology within wealth management. It derives critical insights from research, including interviews with wealth managers globally, and from an EY proprietary benchmark database, that tracks key metrics in the sector over time. The goal is to analyze the role of technology within the industry and to identify what wealth managers need to do to excel in the digital age.

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Document ID: 2018-5150

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