The process and logic of deep data aggregation and analytics are essential for the wealth industry as they strive to offer both a differentiated proposition and evolve the customer experience. To succeed the leaders of EAM’s and Family Offices must look at digital solutions that inform their decisions from the top line, and client experience. Without true understanding of what represents a good return from digital investments, the wealth management business model itself will likely falter, and this is particularly the case for the IAM community and Multi-Family Office.
