65% of consumers want companies to improve their digital experience – up five percentage points from 2022. But companies say they are still held back by inflexible legacy systems and major digital talent shortages.

How can wealth management firms prioritize their digital initiatives to meet evolving investor expectations?

To answer this question, we surveyed more than 4,000 North American consumers about their communication experiences, taking a deeper dive into investment communications. We discovered:

• Expectations for how investors receive and access information
• Communication channel preferences and what’s keeping investors from going paperless
• Privacy and data security concerns

We also surveyed 115 C-suite executives and direct reports from wealth managers globally to understand how firms are balancing their strategic priorities. We uncovered:

• The state of digital transformation in their business
• Investment plans for next-gen technologies that can enhance front- to back-office processes and CX
• What firms classed as “Digital Leaders” do differently

Learn how wealth firms are using technology to meet investor expectations. Download our two free research reports, 2023 CX and Communications Consumer Insights and our 2023 Digital Transformation in Wealth Management Study.