As large wealth management firms head into the middle innings of advice transformation, they’ll face a new set of personalization risks. Winning firms will build a different sort of client insight “backbone” to mitigate these risks and bind together their personalization efforts.
Here's our take on what it means to build a personalized (and differentiated!) sustainable investing experience for clients. It's a spot where, in our view, wealth management firms are falling short.
Protect Vulnerable Clients From Bad Decisions And Your Firm From Regulatory Risk.