How wealth management firms can turn flight risks into loyal clients with a winning AI strategy
The wealth management (WM) industry faces a major shift with the upcoming “great wealth transfer.” To retain and attract clients, WM firms must understand what Next-gen HNWIs (Gen X, millennials, Gen Z) want – and equip relationship managers (RMs) with AI-driven tools.
This segment expects hyper-personalized engagement, values digital channels, alternative investments, and value-added services – and won’t hesitate to switch firms if their needs aren’t met.
With increasing diversity, including more wealth transfer to women, WM firms must modernize tech, train RMs, and build long-term relationships.
Explore our latest point of view to:
- Discover 3 loyalty trends
- Define your Next-gen strategy
- Empower RMs in 5 steps
Download the PoV now.
View Whitepaper