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By 2020, Generation X and Millennials will control $30 trillion in global investible assets. Is your current wealth management customer journey robust enough?

Based on our research study ‘Next Generation Customer Journey In Wealth Management: High Tech or High Touch?’, we analyzed client interviews and industry studies to rethink the next generation wealth management customer journey. We tackled challenges such as:

  • How do you hook Millennials when only 9% of them rate traditional brand marketing as effective?
  • Should you speed up on boarding when 65% of Millennials open an investment account within one week of having thought of doing so?
  • How can you transform your referral network to also be your professional recommendation, when recommendations are 4x as effective as advertising when selecting a wealth manager?

Download ‘Reimaging The Next Generation Wealth Management Customer Journey’ for provocative thinking to test your current wealth management journey.

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