The wealth management industry is facing the challenges such as intense competition, fee compression, stricter regulations, and evolving customer needs. The impact of these forces and the response of industry stakeholders give rise to critical trends in customer preferences, new technologies, changing advisory models, and security and compliance. Wealth management clients are becoming more astute about financial planning, and they are seeking digital capabilities and better advisory options. The Forum is organized for BFSI Industry for exchanging experience and ideas and to answer to the question on how to go digital in wealth and asset management.
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The wealth management industry is facing the challenges such as intense competition, fee compression, stricter regulations, and evolving customer needs. The impact of these forces and the response of industry stakeholders give rise to critical trends in customer preferences, new technologies, changing advisory models, and security and compliance. Wealth management clients are becoming more astute about financial planning, and they are seeking digital capabilities and better advisory options. The Forum is organized for BFSI Industry for exchanging experience and ideas and to answer to the question on how to go digital in wealth and asset management.
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