Download the whitepaper

We are rethinking the wealth management customer journey. To mark this we have released a joint research study by LinkedIn Marketing Solutions: Financial Services and Greenwich Associates, which outlines how the wealth management industry is facing significant change.

The study reveals the hypotheses of change that is driven by Millennials’ different attitudes to wealth and expectations of customer experience, new fintech challengers disrupting the wealth landscape and the rise of robo-advisors. 

Download ‘Next Generation Customer Journey In Wealth Management: High Tech or High Touch?’ to understand the needs of each generation, how to attract new customers and keep existing clients engaged given the rise of social media, robo - advisory and new electronic communication channels.

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