Digital Wealth Management Outlook

2022


Unblu’s 2022 Digital Wealth Management Outlook offers a roadmap to help executives orient their teams in uncharted territory.

What you will learn

Generational shift
New investment trends
CX demands
Evolving workforce
Discover core insights on the emergent ‘mass affluent market’—and the opportunities this presents for innovative firms.
Locate the in-demand advisory services and investment products wanted by the wealth market of tomorrow.
Understand the pillars of disruptive client experiences in private banking to refine your digital CX strategy.
Get the facts on how employment, partnerships and acquisitions are evolving in wealth management and prepare for the road ahead.

About Unblu

Download the Outlook

91%

of HNWIs under the age of 40 have invested in cryptocurrencies (Capgemini)

54%

of UK investors in the 18-25 age bracket actually reported losing faith in robo-advisors (Capgemini)

24%

of US consumers would make Apple or Google their primary financial services provider if it facilitated their money management (E&Y)

+ 60%

of financial services professionals agree that a lack of work flexibility would influence the decision to stay at their company (Gartner)
The Unblu platform aids the role of advisers to interact and educate clients collaboratively through an ongoing digital conversation that is efficient and convenient as it is secure and compliant.