Major new global analysis from a research coalition comprised of ThoughtLab, Deloitte, and FNZ, with support from Amazon Web Services (AWS) and Genesys and including views of 250 wealth-management firms and 2,000 investors, shows that by 2028, the investment industry will look very different, with digital innovation and artificial intelligence (AI) essential ingredients of future success.
Senior executives around the world believe that technological, regulatory, competitive, demographic, and economic shifts will redefine investor expectations and reshape the industry:
55 percent of executives say born-digital firms will transform the wealth industry, and 52 percent of wealth-management firms leading in digital transformation expect a dramatic industry shakeout.
69 percent of executives believe AI will significantly change the way their firms work. And 47 percent say blockchain and related technologies will reduce the need for intermediaries, such as cust
