The French consulting company Capgemini has just published the 2014 edition of the World Wealth Report. A big part of the analysis underlines the impact of the digital era on the wealth management industry.
Results are in total adequation with this trend. Indeed, HNWI are now asking for faster means of communication, transparency and online connected solutions to access their portfolio anywhere, anytime. Being connected 24/7 with their managers is becoming one of their main priority.
Some figures that have to be taken into consideration:
- Around 2/3rd of HNWI foresee to manage a huge part or all their assets via a digital solution (laptop, smartphone, tablet…) in 5 years.
- More than 50% of HNWI aged over 40 would leave their service’s provider if no digital solution is included in the contract.
- 62% of HNWI manage their portfolos via internet (against 53% that prefer to see their advisors in person).
KeeSystem®, via its asset management solution MyKeeApp®, connected 24/7, integrated all these technological issues in order to satisfy the needs of its clients. Please don’t hesitate to contact our team of experts for a trial.
To read the whole World Wealth Report 2014, please click here.