New Research Drop! Our report on digital client experience in #wealthmanagement, "Where is Wealth Management's Digital Transformation" is live. Findings from our latest survey include: 🔷 74% of firms report dissatisfaction with their #digitalclientexperience 🔷 58% of firms cite internal resources and 53% cite budget as barriers 🔷 58% of firms are considering using #AI in their digital client experience Read the full trend report: https://lnkd.in/d7PR_tre #wealthtech
