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RESEARCH REPORT

Asia Pacific: Wealth Insights Navigator

A holistic and comprehensive data asset providing a unique opportunity to generate granular insights into what investors want from their wealth management firm.

3-MINUTE READ

January 24, 2024

Overview

With statistically significant data from investors banking with dozens of wealth management firms in Asia, Accenture Wealth Insights Navigator enables financial institutions, independent financial advisers and technology firms to:

  • Take a data-led approach to driving their business strategy.

  • Drive transformation initiatives in areas like digital capabilities, sales processes, investment proposition design, and talent management.

  • Generate granular insights with the ability to trend user and competitor performance in a self-service model.

Wealth Insights Navigator includes the data from our annual Asia and Middle East Affluent Investor Survey covering more than 3,700 affluent clients in 12 markets, along with research on investor offshore wealth flows and thematic deep dives on investor profiles, relationships with banks and Relationship Managers, and investing goals and investment allocation.

Visualization tool

Intuitive front-end interface (UI/UX) using Power Bi visualization tool and detailed analysis tool to cut client needs by demographic and response type.

Clients insights database

Asia and Middle East Affluent Client Needs Database obtained from over 3700 affluent, HNW, and ultra-HNW responses across 12 markets.

Key focus themes

6 key themes available with corresponding 1-year trending data for most of them.

Competitor benchmarking

Single source for competitor comparison from ~50 firms with over 20 affluent, HNW, ultra-HNW responses from 12 markets.