Wealth Management 2012

Ein Einblick in die Strategien und Technologien im Bereich Wealth Management zur Analyse der Strategien und Investitionen.

The survey looked at the interplay between technology and these strategies and challenges facing the wealth management business:

• Improving the advisor and client experience
• Advisor effectiveness and mobile technology
• Application sourcing and IT organizational models
• Balancing growth- and regulatory-related technology spending
• Latin America opportunities
• Elements for success

Quelle: Ernst & Young

Den Report „Wealth Management 2012: Enhancing the advisor and customer experience through technology“ können Sie hier herunterladen.