The gold standard of wealth management: Redefining investor data needs

The gold standard of wealth management: Redefining investor data needs

The COVID-19 pandemic had a profound impact on the wealth management industry, especially on how investors make decisions using technology. How can wealth advisors meet the growing expectations of modern clients using the latest technology and data analytics?

Advisory clients’ needs are rapidly changing. In order to take advantage of promising investment opportunities, and avoid risk, advisors will need to equip themselves and their clients with the right data and analytics. Now is the time for wealth management firms to take stock of how investor data needs have changed, along with their investment approaches, and adapt their practices to better serve clients.

Download this free report from Refinitiv, an LSEG business that provides wealth firms with seamless workflow integration to improve decision-making, to get insights from their survey of over 1,000 investors. Gain a better understanding of the data clients need and want when making investment decisions.

Download the report to learn more on: 

  • How COVID-19 has impacted investor needs and expectations around data and analytics
  • How investor appetite for more diverse content formats and channels has changed
  • Where there are gaps in alternative data, including ESG and news analytics

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