Conducted for the 4th largest financial institution in the world this study explored how wealth managers leverage technology to stay competitive and meet new customer expectations. It also focused on the strategies to be developed by wealth managers to engage with a client base that ranges from pre-computer to digital age.

Research Advisory

The Research Advisory team at iResearch Services explored the common and future technologies prevalent in the wealth management industry to increase the relevance of the questionnaire with the respondents.

Survey & Analysis

Survey Responses

Countries Surveyed

Million USD Revenue & above


Telephonic interviews
Telephonic interviews
Online Surveys
Online Surveys

Key Takeaways

Most businesses will face the challenge of providing high-tech services in a high-touch Industry.

Advanced analytics /cognitive technologies, new competitors, industry consolidation, regulatory environment bear the greatest impact on the industry over the next three years.

60% of organizations have automatically generated account alerts and investment insights.

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