Insight & Research / Wealth Management

How different will the front office of the future be to the one we know today?

We interviewed Chief level Front Office staff from Private Banks, Full Service Wealth Managers and Private Clients to gain insight into where inefficiencies lie and their vision for 'the front office of the future'.  

Key findings include:

  • Technology & the 'tsunami' of governance has had the most impact on the front office in the last 5 years. 
  • Wealth Management firms are failing to maximise the benefits of digital channels to enhance customer experiences.
  • Future channels planned to support the front office include personalised client portals, content broadcasts and mobile apps.
  • 64% of interviewees say there is a conflict between delivering a personalised customer service & scalability.
  • 67% of Wealth Management firms don't measure client profitability

 For more findings, read our detailed report.


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