1、 ACCOUNT TOP UP HOLISTIC WEALTH PLANNING CLIENT ONBOARDING FINANCIAL PLANNING PORTFOLIO MONITORING TRADING&INVESTMENT PORTFOLIO SET UP ANALYTICS&ADVICE MUSTS DELIGHTERS DIFFERENTIATORSWealth ManagementFeatures RadarDIMENSIONSADVICERADARCONTACTREPORT LENSESKEY INSIGHTSKEY TRENDSFOREWORDINTRODUCTIONFo

2、rewordWelcome to the first edition of the Wealth Management Features radar report.In this fast-paced world of finance and technology,banks,wealth management firms,and fintech companies must continuously adapt and innovate.The digital revolution has transformed the way in which we interact with banks

3、.While our previous Digital Banking Features radars focused on retail banking as the centre of digital transformation,we recognise the need to expand our analysis to other areas of business.Banks and wealth management firms must grasp the concept of experience relativity to stay competitive.They fac

4、e competition not only from other banks on a product level but also from fintechs,big tech companies,and firms prioritising immersive customer experiences.Wealth management customers expect the same level of digital experience they encounter in their daily life when using mobile apps from Uber,B or

5、Facebook.Providing unique features and experiences is crucial to maintaining a competitive advantage.PETER-JAN VAN DE VENNVP Global Digital Banking,MobiquityInspiration for Wealth Management features Banks must find a balance between exceptional experiences and essential features that meet customer

6、expectations.Neglecting the Must Have features may lead customers to switch providers yet relying solely on baseline features limits differentiation in a crowded marketplace.This edition guides banks,wealth management firms,and fintech companies in finding their must haves,delighter and differentiat