Future of Asia Wealth Management: Re-imagining engagement

Why wealth management success in Asia requires step-change improvements in mobile- and human-channel design—with next-gen technology front and center.

In brief

  • Wealth management firms in Asia have ambitious growth goals for both assets under management (AUM) and revenue.
  • Higher AUM correlates with client satisfaction—which in turn maps to clients’ experience with mobile and with their relationship manager (RM).
  • To meet their goals, firms should re-imagine the design of digital channels and the RM role, leveraging next-gen tech to unleash performance.

Full report here.