WealthStack Study 2024 | Wealth management


Discover the evolving technology landscape in wealth management with insights from our latest survey. Explore how Innovators, Operators and Laggards approach technology and learn about the latest trends shaping the industry.

Key points:

  • Increased satisfaction: 44% of respondents are very satisfied with their technology, up from 37% last year.
  • Budget increase: 79% of firms plan to increase their technology budget in the next year.
  • Key technology trends: Artificial intelligence, regulatory compliance and cyber security are set to have the biggest impact in the next five years.
  • Lessons from innovators: Firms that invest in technology for differentiation and customer experience reap significant benefits.

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