Customer experience: How wealth and asset managers win

Stand out by delivering personalized digital customer experiences that reflect your brand’s value proposition.

How a personalized experience wins over clients

Today’s financial services customers are shaped by social media and online retail companies to expect digitally-enabled interactions that are personalized, anticipatory, and transparent – the opposite of how asset management firms have historically operated. Investment managers must sharpen their focus on providing customized client experiences in order to stand out from the competition and win in the marketplace.

KPMG can help your organization achieve its goals by adopting innovative technologies and solutions, making customer-centric digital investments, and enhancing organizational agility to adapt to changing market dynamics. Keep clients engaged by addressing their concerns and priorities at every touch point and creating personalized customer journeys.

Read the paper below for more insights on how to engage clients and prospects, differentiate your organization from the competition, and capture market share.

Digital distribution: Customer experience
Download PDF | Integrate digital technology to personalize every touchpoint

Contact us

Brian Dunham

Brian Dunham

Principal, Advisory, Strategy, KPMG US

+1 704-370-4395
Kshitij Agrawal

Kshitij Agrawal

Advisory Managing Director, C&O Financial Services, KPMG US

+1 949-885-5701