Wealth management for the younger generation: Hybrid advice unlocks value

Published on January 19, 2023

2022 Wealth Management Study in the US and Canada: Financial institutions are grappling with how to adjust their client engagement models to remain relevant in a post-pandemic world. Is there still a place for face-to-face meetings, or should a digital-first approach take priority?
During the COVID-19 pandemic, social distancing requirements and clients’ low willingness to connect in person have pushed wealth management firms and private banks to accelerate digital transformation efforts. Large US institutions were particularly successful at leveraging their digital platforms to connect with clients. These bank behemoths are emerging from the pandemic proudly headlining record rates of client digital logins, digital account openings, and engagement with digital tools. 

It’s now 2023, and the worst of the COVID-19 pandemic seems to be behind us. While there is still a business case for a digital service…

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