Digital Transformation is Changing Wealth Management – How Are You Impacted?

Multiple surveys report that 80% of modern investors prefer using mobile applications to monitor their investments and connect with advisors, and 40% of investors now demand digital access to their accounts.

Multiple surveys report that 80% of modern investors prefer using mobile applications to monitor their investments and connect with advisors, and 40% of investors now demand digital access to their accounts.

What that has done to the wealth management industry is that the competition has risen considerably. Individualized and compelling digital experiences that meet shifting customer expectations are becoming the standard.

What that has done to the wealth management industry is that the competition has risen considerably. Individualized and compelling digital experiences that meet shifting customer expectations are becoming the standard.

Partnering with Maveric Systems helps the leading FIs grasp the subtle shifts in the wealth management industry and how embracing advanced analytics brings a game-changing effect.

Partnering with Maveric Systems helps the leading FIs grasp the subtle shifts in the wealth management industry and how embracing advanced analytics brings a game-changing effect.

TECHNOLOGY,THE MODERNDAY SERVICES MULTIPLIER

• Technology fosters new capabilities through mobile interaction, analytics, and service delivery.

Technology fosters new capabilities through mobile interaction, analytics, and service delivery.Wealth managers acknowledge that it provides a consistent context for interactions that may be automated across channels, improving access to data sources that Technology fosters new capabilities through mobile interaction, analytics, and service delivery.Wealth managers acknowledge that it provides a consistent context for interactions that may be automated across channels, improving access to data sources that

• Wealth managers acknowledge that it provides a consistent context for interactions that may be automated across channels, improving access to data sources that aren’t readily available for everyday process decisions.

CONCLUSION

While the wealth management sector has been sluggish to embrace digital transformation in large part because of the nature of the work they undertake, there is a significant change, where advisors are now making progress for multiple reasons of digital adoption like purposeful investments in ESG, democratization in open market instruments, and increasing quality and transparency standards.

Starting in 2000, Maveric Systems is a niche, domain-led Banking Tech specialist partnering with global banks to solve business challenges through emerging technology.

A b o u t M a v e r i c

3000+ tech experts use proven frameworks to empower our customers to navigate a rapidly changing environment, enabling sharper definitions of their goals and measures to achieve them.

Maveric Systems accelerates digital transformation through native banking domain expertise, a customerintimacy-led delivery model, and a vibrant leadership supported by a culture of ownership.

With centers of excellence for Data, Digital, Core Banking, and Quality Engineering, Maveric Systems teams work in 15 countries