The Personal Investment Management & Financial Advice Association (PIMFA)

Dictionary

Login Home
Filter by Topics

New Technology and Client Expectations in the Wealth Management Industry: A Focus on Client Analytics and Onboarding - An EY & PIMFA WealthTech report

Download here the PIMFA WealthTech/EY publication “New Technology and Client Expectations in the Wealth Management Industry: A Focus on Client Analytics and Onboarding”, looking at the changing expectations of clients, broader industry headwinds, the PIMFA WealthTech Tech Sprint outcomes and Conclusions
PIMFA WealthTech and EY teams are pleased to publish “New Technology and Client Expectations in the Wealth Management Industry: A Focus on Client Analytics and Onboarding”.

You may also be interested in

Digitisation

The use of technology to enhance shareholder engagement, communication, and information access in financial markets.
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
£350.00 – £750.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
Location: London excel

PIMFA Under 40 Leadership Committee Report 2023 (December 2023)

Shared Type: Shared Public
Published: September 25, 2025