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What the Wealth Industry Can Learn from Digital Retail

Amazon is the digital juggernaut. Who will take the digital lead in the wealth industry?

The Amazonization of the Wealth Industry

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.

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