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In brief

Separating wants from needs

The best of all worlds …

… focused on holistic advice


of investors expect their advisor to offer banking and insurance products.

Using technology to create holistic, personalized advice at scale


Understand clients’ needs, wishes, wants and goals.


Incorporate goals-based plans and future-looking advice with tax considerations.


Present insurance and risk management offerings and future-proof plans to safeguard long-term holdings.


Integrate banking, insurance and wealth management offerings and align to the above.

“…the foundation for advice in this new framework is understanding clients and their situations, then tailoring engagement and recommendations based on their preferences…”

Scott Reddel

Managing Director – Wealth Management Lead, North America

Rachel Silver

Managing Director – Capital Markets, Wealth Management

Matthew Haggerty

Manager – Research, High Tech Lead

Get the essentials

Full report

15 minute read

The new state of advice

Wealth management clients want holistic and personalized financial advice. Discover how to deliver experiences that could truly fit each client.


5 minute read

Get to know your clients better

Learn why investors choose their financial advisor, what drives them to entrust more assets or what motivates them to switch to a new advisor.