Decoding the Human: Truly Understanding Clients in Wealth Management

Anna Zakrzewski Ella Rabener Lucas Du Croo De Jongh Maximilian Klein Josh Schachter Romain Dorange

This BCG White Paper, developed in collaboration with BCG Gamma and BCG Digital Ventures, outlines our perspective on how private banks and wealth managers can understand their clients better – a crucial factor in gaining and maintaining competitive advantage. We explore how a wide range of modern tools, from ethnographic research to advanced data and analytics, can be put to use alongside more traditional methods in the journey toward client centricity.

Financial Institutions