Leading wealth management firms trust Genesys and Amazon Web Services

Building a future-ready investment firm

How firms are reinventing their businesses for the next era of investing

By 2028, the wealth industry will look quite different. Senior executives worldwide believe that technological, regulatory, competitive, demographic and economic shifts will redefine investor expectations and reshape the industry over the next three to five years.

This ThoughtLab study was developed in partnership with Deloitte and FNZ Group, and co-sponsored by Genesys and Amazon Web Services.

Download the study to learn more.

  • 69% of executives believe artificial intelligence will significantly change the way their firms work. And 47% say blockchain and related technologies will reduce the need for intermediaries such as custodians and clearinghouses.
  • 55% of executives say born-digital firms will transform the wealth industry, and 42% think personal investment advisors will become less necessary.
  • 52% of executives say most products will become commoditised, forcing providers to offer value-added services to defend fees. And 39% believe the lines between wealth management, banking and insurance will blur as investors demand more holistic products and services.