Exceeding Expectations of Tomorrow’s Wealth Management Customers
Bravura Solutions hosted an executive round table with a panel of industry experts from leading Australian superannuation and wealth management businesses to discuss the best strategies for managing and meeting the expectations of tomorrow’s customers.
Topics discussed in the round table included understanding the driving forces behind changing consumer expectations, how ‘robo-advice’ is altering the investment management landscape and whether this is in a members’ best interests, and technology as a disruptive enabler and how to access innovation regardless of size or scale. Participants also focussed on the importance of simplicity, providing holistic services and re-platforming as some of the key ingredients for future business success.
For more information about our offerings that can help wealth managers exceed customer expectations, click here.