Understand Key Technology And Operations Trends, Fast – Wealth Briefing


Wendy Spires, Hea, London, 15 June 2022


This publication’s tenth Technology & Operations Trends in Wealth Management report is now underway and this year we’re targeting even more of the industry’s professionals to take part in our global survey.

Work has now begun on the tenth edition of our Technology & Operations Trends in Wealth Management report and we would like to encourage as many industry professionals as possible to take part. Those taking our short survey will not only receive priority access to this perennially popular report, but also the chance to win an iPad mini* in our free prize draw.

As ever, this year’s study takes in all the hottest themes around technology and operations and contextualizes them with candid commentary from those at the forefront of developments. Again for 2022, a panel of experts from leading consultancies to the sector will be fulfilling this role, including senior figures from Aon, Accenture Wealth and Asset Management, EY, KMPG, Aon, Accenture Alvarez & Marsal, Deloitte Consulting, KPMG, Javelin Strategy & Research and Sionic.

Understanding the technology and operations trends affecting the wealth management industry is vital, as is knowing how your institution compares with its peers. Readers of our forthcoming report will get invaluable benchmarking data on technology budgets and their focus; the progression of automation through back, middle and front office; how ESG is being operationalized; and the quality and use of data, amongst much more. 

Take part in our short survey today to obtain priority access to the tenth edition the Technology & Operations Trends in Wealth Management report.

*Only qualified industry professionals who complete the survey will be entered into the draw.