The financial advice industry is facing a step-change moment in 2020 as years of innovation have been accelerated in a matter of months.
Axell’s exclusive research report deep dives into the challenges and opportunities the industry faces as digital transformation is no longer a nice to have. Meeting rising client expectations through building a customer-centric view of service are just some of the keys to success in the digital transformation of financial advice.
The report features insights from global leaders in insurance, wealth, FinTech, financial advice and industry bodies to provide actionable steps for executive leaders to invest in the financial advisers of the future.