The convergence of digitalization, globalization and consumerization will reshape the investment industry by 2022 according to the latest report published by Roubini ThoughtLab.

1. Seven Paths to
Digital Leadership

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Executives throughout the Financial
Services Industry agree that digital
transformation is happening; it’s
not a questions of if, but how fast.

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Early adopters will see large
performance gains, the laggard
penalty is a whopping $73 million
per billion.

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“If you don’t master technology,
you won’t survive.”
On a scale of 1-10, the
consequences of our industry
moving too slowly on
technology is a 12.
Matthew Peterson
CHIEF WEALTH STRATEGIST, LPL FINANCIAL
Francisco González
CHAIRMAN, BBVA

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What makes a
digital leader?

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Digital leaders perform differently
Derive 39% of
revenue from digital
channels
Invest up to 19% of
revenue into technology
Grew market share by 9%
last year from
technological applications

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What’s the path to
digital leadership?
Here are 7 things digital
leaders excel at:

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Map out a clear
transformation
process to stay ahead
of the industry in flux.
1

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Nurture a digital culture.
Draw on advanced
analytics, smart
technologies and a keen
sense of the customer.
2

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Build a digital team
fit for purpose such
as managing
portfolios, attracting
and service clients.
3

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Take customer
centricity to the next
level with digital first
engagement
4

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Rethink strategic priorities
and technology usage to
stay ahead of the curve.
Hint: Look to game-changing
technologies such as cloud,
blockchain and artificial
intelligence to drive growth and
customer engagement.
5

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Define your business case
claim your place in the future
marketplace. Revenue
impacts increase and cost
impacts decrease as you
move up the digital curve.
Use graph on key findings.
6

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Shorten time to market
by using an open
banking cloud platform
for digital innovation.
7

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Only 2.3% (35
firms) are now
digital leaders.
Of 1503 firms surveyed
By 2022, 47% are
expected to be
digitally advanced.
20% plan to
be leaders.

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Download the full research study here.
Source: Wealth and Asset Management 2022 The
Path to Digital Leadership
by Roubini ThoughtLab
Where do YOU plan to be?

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For information on how Oracle can help you with
your digital journey visit here:
https://cloud.oracle.com/en_US/financial-services

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