Mobiquity：2023财富管理雷达报告（英文版）

Digital strategy has long been a hot topic in wealth management and private banking. Meeting ever changing customer preferences, need for scalable yet personalised operating models and even industry reinvention happening through fintech and platform players, keep this topic high on managements agenda. Here is a short overview of key digital trends in wealth management and private banking, that we believe are going to shape the industry in upcoming years: