From survival to reinvention:

Wealth management is at a defining moment in its relationship with technology. Once defined by on legacy platforms, cautious investment, and human- first client service, the sector has in recent years been reshaped by various converging forces: the demand for remote and digital engagement of the Covid-19 era, the rise of artificial intelligence (AI) and cloud-based scalability, and a new generation of clients with radically different and ever-demanding expectations.

The Covid-19 crisis was the catalyst that accelerated digital adoption across the industry. Firms that had relied on paper-based processes, in-person meetings, and legacy infrastructure suddenly needed to reconfigure their operating models. Significant capital was directed toward enabling remote work, digitising client onboarding, and enhancing compliance and reporting. These investments were largely reactive, designed to maintain business continuity and ‘keep the lights on’.

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