Access the latest news, analysis and trends impacting your business.
Explore our insights by topic:
Additional Broadridge resources:
View our Contact Us page for additional information.
Additional Broadridge resource:
Your submission has been received. We will contact you soon.
One of our sales representatives will email you about your submission.
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Your submission has been received. One of our customer service representatives will contact you soon.
Industry leaders agree: It’s about digital-first engagement and delivering a seamless customer experience.
A recent research report by Roubini ThoughtLab, Wealth and Asset Management 2022: The Path to Digital Leadership, describes how wealth management companies are looking to promote client-centricity in an effort to meet rising customer expectations. In a recent article in OnWallStreet, Salvatore Sodano, Vice Chairman at Broadridge Advisor Solutions, sheds light on the Amazonization of the wealth industry and important lessons to forge a digital leadership role.
Sal discusses the underlying principles to meet rising customer expectations including product simplicity and transparency, 24/7 accessibility and innovation. As for the future state, Sal advises to follow Amazon's lead – ensuring a "frictionless" ease of doing business and delivering customized products and services tailored to personal tastes.
For more information, please contact us.