Forrester Total Economic Impact study
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.