Get clients to view you as a valued service provider
With more than $68 trillion moving between generations in the next 25 years1, beneficiaries are expected to choose different financial advisors on the basis of their own individual goals. Not only do wealth managers need to offer trusted advice, they must also create personalized customer experiences that are seamless, fast and transparent.
KPMG can help your wealth management organization consider and pursue strategies that align with the preferences of your customers. Use data-driven solutions and digitally-enabled operating models to deliver positive omni-channel experiences that can help you stand out in the minds of clients and prospects.
Read the paper below to learn how we can help you capture market share, improve client relationships, and differentiate your organization from the competition.
- Cerulli Associates, U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2018: Shifting Demographics of Private Wealth, 2018