Wealth and Asset Management
AI, personalization and the $1.5T missed opportunity in wealth
Wealth management is at an inflection point. Clients are demanding more, and the firms that cannot keep up are leaving growth on the table. According to Capgemini research, $1.5 trillion in new assets under advice accrued to wealthtech and new-age competitors between 2022 and 2025, opportunity that traditional wealth…
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