Changing client communication in a tech‑driven era

With the Great Wealth Transfer underway, wealth management firms must modernise their advice and communications with the latest technology, without losing the trust of their clients. The amount millennials and Gen Z clients are set to receive, along with their digital preferences, is reshaping how advice is delivered. They want an accessible, clear, and holistic experience – firms must meet these criteria or risk losing clients. Artificial intelligence is changing advisory and client engagement models, but organisational issues, including legacy technology and regulations, can restrict the...