Digital Collaboration

Embracing the Evolution: of Digital Collaboration in Wealth Management

Even before the crisis, digital transformation has driven a profound change in the wealth management industry. But, too often, wealth managers have adopted an attitude of a digital- first experience for all clients across all products and the entire service value chain without closely considering the most effective experiences and collaboration models for their client segments. This was quoted in an article by Matthew Faraone - Managing Principal, Phil Kerkel- Managing Principal and Yola Yu - Principal Consultant, CAPCO- Global business and technology consultancy.