Wealth managers need interconnection as customer demands, digital capabilities evolve

It’s been nearly a decade since the 2008 market crash, but the wealth management industry is still dealing with elevated consumer caution and the regulatory reforms that followed. Meanwhile, technologically savvy investors are demanding new digital tools. It adds up to major disruption, but there’s big opportunity in digital to help new entrants break in and established companies catch up and lead. It all takes Interconnection – the direct, private data exchange between businesses, and firms appear to know it.