Is the wealth management industry in prime position today to meet the challenges of COVID-19? We think that it depends on where wealth managers are on their journey to their digital future.

Firms that have been investing in creating front-to-back digital technology capabilities and client engagement models are in a better position to succeed in the wealth landscape which will evolve into being the new normal. Nonetheless, there will be considerable disruption to the sector as both investor behavior and expected market return patterns undergo rapid change.

Firms that come to the market unprepared for the new opportunities, threats, and client demands will find it hard to thrive. Business and technological agility, and the capability to recognize and engage with new client and market demands, will be key.

Join this digital session to learn how the global pandemic is affecting wealth management and the views of Aite Group research director Alois Pirker, plus guest speakers from Temenos customers, Julius Baer & Banco Itau Switzerland.