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Reinventing Wealth Management with Technology-Enabled Video Services
 

Reinventing Wealth Management with Technology-Enabled Video Services

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Cisco IBSG has shown a number of leading wealth management firms how technology solutions such as video and collaboration can add value and increase efficiency as they interact with investors. For ...

Cisco IBSG has shown a number of leading wealth management firms how technology solutions such as video and collaboration can add value and increase efficiency as they interact with investors. For more info: http://cs.co/ibsg-wealth

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  • Wealthy investors want technology-based meetings to be 15% of overall interactionsHigh interest in video meetings as part of interactions with advisers and firmsWhile not a substitute for face-to-face meetings, unquestionably important
  • Investors who don’t have financial advisers: U.S. – 27%; U.K. – 52%; Germany – 39% Financial services firms can attract “Wealthy Gettables” with technology-enabled business models that deliver quality financial advice at a lower cost49% of all Wealthy Gettables would move at least some assets to get this
  • (especially the Under 55’sTraditional advisory model must be reinvented; physical meetings no longer the best/only option; impossible for many clientsChange will come rapidly as the attitudes and behaviors of the Under 55’s pervade the populationGrowth will come from rethinking how to acquire and retain wealthy investors by offering technology-enabled video collaboration solutions

Reinventing Wealth Management with Technology-Enabled Video Services Reinventing Wealth Management with Technology-Enabled Video Services Presentation Transcript