Wealth Management & Private Banking Systems Report Q4 2022

Changing demographics of advisors and investors, new asset classes, evolving business models, regulatory mandates, and intense competition characterize the Wealth Management and Private Banking industry. The publisher offers a broad spectrum of insights in the industry, ranging from thought leadership, consulting engagements, to in-depth coverage of 30+ technology vendor profiles, their clients, and their implementation experiences.

Report highlights

• Freshly curated Market Landscape Section comprising the Market Overview, Top 5 Trends, and Top 5 Challenges.
• Access to the publisher's iconic Annual Sales League Table for Wealth Management and Private Banking, including Investment & Fund Management
• In-depth coverage of 24+ global Wealth Management and Private Banking technology vendor profiles, including company history, product suite, user lists, customer experiences, way forward strategy and more.
• Library of successful global Wealth Management and Private Banking technology use cases, independently authored and curated by IBSi’s analyst team.
• Fresh thought leadership via opinion pieces and interviews with global leaders brought to you by the publisher's editorial team.

Why subscribe?

• Global coverage of 65+ countries
• Authored by the publisher's research team, consisting of subject-matter-experts across Wealth Management and Private Banking verticals
• Quarterly dynamic report updates to bring you first-hand information in a timely manner
• Complimentary 1-hour of analyst time bundled with each subscription

Who finds this report useful?

• Financial Institutions - CIOs, CTOs, IT, and digital transformation teams rely on our research to make the right technology selection and investment decisions
• Financial Technology companies - Founders, CXOs, product and strategy teams, use our research to stay competitively intelligent, keeping a close track of peer activity and trends globally
• Consulting firms - Research leaders and client consulting teams find this report useful to gain insights, spot opportunities, and provide clients with fact-based metrics.
• Institutional investors - Investment teams find this report useful whilst conducting thorough business and financial due diligence prior to making investment decisions