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Digital Wealth Management [Infographic]

Data Science and Technology

By FactSet Insight  |  March 13, 2019

For the third consecutive year, FactSet and the Scorpio Partnership have delved into the high net worth investor (HNWI) community to understand its vision for the wealth management industry. In this extensive research initiative, we have found that optimized technology, improved data visualization, and highly personalized content are the digital trifecta for wealth management firms to win in the era of hybrid advice. 

Read our checklist of the top 15 tactics that financial advisors should implement to achieve and maintain a digital strategy that delivers value and engages investors. By moving toward a hybrid-advisory model, incorporating digital appetite into their client segments, and tailoring digital tools to these new profiles, there are clear opportunities for wealth firms to increase share of wallet and improve productivity.