Evolving Digital Wealth Management


TRW Managing Director Karl Loudon recently spoke to Banking Technology, discussing how the recent UK pension reforms will impact the industry and what wealth management businesses can do to create a value-led digital customer proposition.

Karl outlined that as users are being offered a variety of options, not only in where funds are placed, or how they manage their wealth, but also in the facilities they use to manage it, they require the ability to self-manage these new options and choices. He highlighted that the solution is to offer a digital self-serve modelling tool that allows users to manage these new options and choices, put control squarely in the hands of the individual, to relieve pressure from client enquiries whilst fuelling a demand for more specialist advice and support.

You can read Karl’s thoughts from Banking Technology in full here and a recap of our recent webinar on digital success in wealth management can be viewed here.

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