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构建未来财富管理

传统上,财富管理行业一直被视为是一个增长强劲、资本密集度低的行业。但如今,监管收紧、竞争加剧以及全球经济放缓正迫使财富管理战略发生变化。

客户的期望正在快速演变。清晰的沟通至关重要:财富客户想要确切知道他们支付的是什么,而企业需要更好地了解客户愿意支付多少钱。客户越来越希望服务提供商提供数字化应用程序、功能和渠道的便利性,但财富管理数字化战略远远落后于商业银行和其他行业。

BCG 与财富管理公司合作,使他们能够充分理解一个不断变化的行业产生的战略影响,并将其转化为竞争优势。

了解我们的财富管理领导团队

探索我们对财富管理的前沿思考

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Managing the Next Decade of Women’s Wealth

For too long, wealth managers have looked at the women’s segment through a marketing lens. But women don’t want pink products. They want individualized service. Advisors that fail to adapt will miss out on a $93 trillion opportunity.

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Outperform—Beat the Average: Key Levers for Top Performers in Wealth Management

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