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Top Trends in Banking 2021 eBook

Top Trends in Wealth Top Trends

Management 2021

Sustainable investing had begun to gain prominence as investors became more aware of ESG
considerations, and firms rolled out more sustainable investing offerings. In the wake of the
pandemic, the demand for sustainable investing has only gone up, especially as ESG funds
often outperformed broader indexes in 2020. Another trend that has accelerated in the
post-COVID world is the importance of investing in omnichannel capabilities and technologies
such as artificial intelligence to enhance personalization and advisor effectiveness. The
pandemic has driven wealth management firms to accelerate their digital transformation
journey, with some immediate focus areas being interactive client communications and digital
advisor tools.

Wealth management (WM) firms are facing greater pressure than ever before on their
revenues and margins. This year’s report outlines a few strategies to bolster revenues and
secure client relationships amid uncertainty, such as engaging underserved segments,
exploring client engagement beyond investment advice, and technology-driven hyper-
personalization. The report also captures market opportunities such as innovation in fees and
the use of alternative data for gaining a unique advantage in providing investment returns.

Yes, budgets are tight, but the Open X ecosystem offers wealth management firms
opportunities to reimagine their operating models and deliver excellent customer experience
cost-effectively.

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TOP TRENDS IN WEALTH MANAGEMENT 2021
Unforeseen circumstances demand business resilience

Next-level digital Sustainable investing
transformation Sustainable investing trend
COVID-19 spurring wealth accelerated by the pandemic
executives to accelerate requires WM firms to build
digital transformation required capabilities
For more information or a private presentation on Top Trends in Wealth
Management 2021, contact us at financialservices@capgemini.com
Leverage intelligent solutions to improve customer engagement

Technology-driven Next-gen
hyper-personalization client reporting
6 Address evolving HNWI Easy, dynamic access to 7
information and
expectations and lock
in high-potential interactive client
customer segments reporting

Underserved Alternative
wealth segments data sources
Unique client needs and Paving the way for the
preferences – women future of trading and
and mass affluent investment analysis with
real-time data
Adopt an open ecosystem for enhanced go-to-market agility
Ecosystem collaboration
Open X collaboration to boost capabilities, expand
reach, and achieve cost efficiencies

Innovative fee structures
Devise strategy to attract tech-savvy HNWIs amid
FinTech innovation

WealthTechs go beyond investment advice
Holistic financial support through value-added
services and new products
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