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5-MINUTE READ

In brief

Separating wants from needs

The best of all worlds …

… focused on holistic advice

79%

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

Using technology to create holistic, personalized advice at scale

Person

Understand clients’ needs, wishes, wants and goals.

Planning

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

Protection

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

Products

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


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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.

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