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Press Release


Few trends have generated as much attention in the financial services industry as digitisation. We’ve all seen countless surveys, studies and presentations chronicling this rapidly emerging trend and its impact on banks and other financial services providers. Against this backdrop, Objectway and Efma undertook a digitisation study focused on the affluent wealth and investment management industry, a segment where surprisingly little has been written on digitisation.

Where do you rank on the index?

The study examines five areas where digital technology continues to emerge as a key factor in the affluent wealth and investment management industry: customer centricity, channel interaction, digital mobility, analytics, and social media. It also includes interviews and case studies profiling best practices from leading affluent investment managers.

What we learned is eye-opening. The report’s Digitisation Adoption Index illustrates the digital evolution of investment management firms in the affluent market. Do you know where you rank on this index and how competitive you are today and will be in two years? You can find out by reading our report.