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Source:WorldWealthReport2014,CapgeminiandRBCWealthManagement;Capgemini,RBCWealthManagement,andScorpioPartnershipGlobalHNWInsightsSurvey2014.
Shithebusiness
mindsettoviewdigitalas
centraltoaseamless
clientexperience
DevelopanROImodel
thatengagesalllevels
oftheorganization
Implementquick
wins
Developbigdata
opportunities
Makebuildversus
buydecisions
Accessingportfolioinformation Obtainingadvice
61%
49%
Executingtransations
53%
62%
53%
62%
EventhewealthiestHNWIs
expectalargelydigitalwealth
managementrelationship.
MorethanhalfofHNWIsaged40+would
considerleavingtheirfirmifan
integrated channelexperienceisn provided. 
Myth: Digitalisonlyforyounger HNWIs Myth: DigitalisonlyforHNWIsinlowerwealthbands Myth: Digitalisonlyfor HNWIsdirecting
theirownportfolios
Evenadvice-seekingHNWIsexpect
theirwealthmanagementrelationship
tobeprimarilydigital.

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