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Financial institutions are failing to prioritize emerging affluents, even as they rapidly expand their share of national wealth, creating a gap between customer expectations and existing services. Fintech disruptors are stepping in to court millennials and Gen Xers, and legacy wealth management brands are responding by launching tech‑centric offerings with abandon. But deploying high-tech, high-touch offerings as a hedge against the perceived threat from fintechs obscures deeper, more systemic issues specific to the digital marketing apparatus of these legacy players versus their potential usurpers. The Gartner L2 Digital IQ Index: Wealth Management US 2018 assesses the digital competence of 60 brands operating in the U.S. to provide a robust tool that diagnoses digital strengths and weaknesses of financial institutions in light of these broader trends.
Wealth Management US 2018
December 21, 2018
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L2 Research Briefing
Join us on November 8th for an invitation-only research briefing to share key findings from our upcoming Digital IQ Index Report, Wealth Management: US 2018. This Gartner L2 breakfast briefing will reveal the digital competence of brands across wealth management, private banking, asset management, and fintech operating in the US. Each brand's performance is assessed across Gartner L2's four digital dimensions: brand site, digital marketing, social media, and mobile. Gartner L2 will look beyond owned sites to examine how best-in-class brands utilize the digital ecosystem to drive prospects to conversion. Case studies of best practices and data from our upcoming report will be shared. Guests will leave with a better understanding of how digital touchpoints are shaping the wealth customer’s journey.