Wealth management is undergoing the biggest transformation in its history as investors shift to digital services and hybrid advisory models. 

Research shows that investors have lost patience with antiquated processes and form filling. Today’s investors expect a slick digital experience, plentiful investment choice, personalized investment solutions, and access to adviser guidance — all on their own terms.

Wealth & Asset Management 4.0 ThoughtLab study

Learn about how digitalization of investor behavior is shaping the future of wealth management from our “Wealth & Asset Management 4.0” study conducted by ThoughtLab.

Findings include:

  • Investors demonstrate a greater willingness to switch providers when digital experience is poor

  • The appetite for digitized services is no longer restricted by age or wealth brackets

  • The democratization of wealth management continues, with affluent investors demanding easier access to advanced products

How digital boosts the bottom line

A slick digital experience — from onboarding, through compliance checks, to account set-up and ongoing service and investment management — is key to delivering personalized wealth advice and driving results for your clients and your business.

Discover the findings from Forrester on how wealth management firms and private banks have transformed their bottom line and increased margin by more than 10% through digital automation.


improvement in client conversion rate


faster activation time


reduction in document errors