Many of us find ourselves in motion, as cities open up, we are looking to return to work. Business travel is on the rise again. Regardless of where we go, we’re ultimately anchored to pre-pandemic locations. A large number of us, however, used timing and circumstances (e.g. remote work opportunities, borderless talent and the suburb’s…
One of the most fascinating parts of being a consultant these days is helping shape the continued importance of technology in a firm’s overall strategy. Firms with a right to win in the next decade should be those that have mastered technology’s illusive potential to better automate the mundane, enable their workforce, and ultimately provide…
With the recent news of a wirehouse tabling cold calling, client prospecting has formally abandoned its Ma Bell roots and moving engagement and outreach to social media platforms, professional or otherwise. This development comes at an exciting time: demand for advice has never been greater, yet many prospective clients don’t know where to look. That’s…
In wealth management, no longer is it just a race to the best return or the most secure future—it’s also about how the journey along the way feels to every wealth management client. That’s a good customer experience (CX) and it’s important. But it’s not just about design, digital tools and personalization. Some companies are…
The past 18 months have shown us a burst of consolidation in the wealth management space in North America, and we expect even more this year as firms face increasing pressure to scale. And while many firms have clearly defined the key strategic outcomes they want to achieve with their M&A activity, I believe that…
There will be no going back to the world as we knew it pre-COVID-19. The pandemic has only accelerated the digital migration that was taking place across societies, requiring wealth managers to shorten their own digital transformations from ten years to five. The future could be a hybrid of regular physical and digital interactions with…
