Industry Report
For the necessary reading in Wealth Tech, Maveric’s report, “Advancing Digital Transformation in Wealth Management,” provides a ringside analysis of innovations in digital service, adviser enablement, and technology foundations. The report, with rich illustrations and useful infographics, equips wealth managers with the knowledge and tools to confidently leverage digital tooling to differentiate themselves.
More Resources
PODCAST
Wealth Management 2024 Report – Transcending Turbulence
Three Wealth Management experts discuss how technology is game-changing the traditional advisor-client relationships. Understand that AI and digital channels are streamlining customer journeys and empowering advisors in the dynamic nature of the wealth management sector. The question is: how to carefully balance automation with human expertise. Tune in now
VIEWPOINT
ESG & Alternative Assets – Impact on Wealth Management Investment Strategy
Deep-dives into the changing business climate for Wealth management, emergent technologies, and diversification of new asset classes, with industry examples of investment capabilities.
FLYERS
Wealth Management Transcending Turbulence
Transcending Turbulence in Wealth Management is a timely round-up of all the relevant aspects—environment, market, customer, technology—that C-suite leaders must urgently address. The lessons reimagine internal and external CX and discuss critical dimensions of an ideal digital transformation.
INFOGRAPHICS
Dimensions of Wealth Management Transformation
Technology is a key enabler for a holistic approach to WM transformation along the dimensions of customer experience, business, & operational transformation.
BLOG
ESG & Alternative Assets – Impact on Wealth Management Investment Strategy
As interest rates escalate and liquidity tightens, the shift in economic policies in the US, UK, and European Union requires an expert understanding of the Wealth Management (WM) business. The blog ESG & Alternative Assets—Impact on Wealth Management Investment Strategy offers insights on how, after more than a decade of sustained growth, the global volume of Assets Under Management (AUM) declined for the first time in 2022 by 10%.
BLOG
Leveraging Technology For Wealth Management Operational Efficiency
Maveric’s companion blog, Leveraging Technology For Wealth Management Operational Efficiency, pairs well with our Industry Report 2023 – 2024. Ready to delve into how the new – AI-powered Robo Advisors are revolutionizing the traditional practices of Advisor marketing communication and investment assistance, demanding a swift adaptation from wealth managers.
BLOG
Personalization of Offerings – The Next Frontier In Wealth Management
Pair Maveric’s leading industry report on wealth management with the companion piece – Personalization of Offerings – The Next Frontier In Wealth Management – to deepen your expertise on the evolution of customer experience personalization and personal indexing and its benefits.
