Technology Innovations in Wealth Management & Private Banking

Wealth Management (WM) & Private Banking (PB) industry over the last decade and especially post-pandemic has changed the way wealth managers serve their clients. The WM/PB industry is undergoing a shift and heading towards an inflection point. The industry is witnessing growth attributed to the increasing need for long-term savings. This whitepaper explores the technology innovations in the Wealth Management (WM) and Private Banking (PB) industry, identifies key trends and provides an outlook on the way forward for the industry on digitising processes in Tier 2-3 banks.

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