In March 2018, FactSet, in association with Scorpio Partnership, conducted a global online poll of 877 investors with an average net worth of $4.88 million. Respondents hailed from the U.S., the UK, Singapore, and Switzerland, and answered questions concerning the digital transformation of the wealth management industry. One of the key debates focused on data visualization.
Our research shows that even traditional wealth firms that rely heavily on the personal relationship as a source of differentiation must consider how to support their trusted advisor status with an online and intuitive interface as expectations shift.
