Report on 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.

Forrester Research shows that with the right process in place wealth management firms can:

• Increase client conversion rate by 5%

• Improve client activation time by 10x

• Reduce document errors by 80%

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