The wealth management industry is significantly transforming to meet the complex needs of a diverse client base. By leveraging AI, wealth management firms are enhancing advice accuracy and timeliness through predictive analytics and conversational AI, enabling personalized investment strategies.
This report delves into how firms are using AI to foster hyper-personalization and operational efficiency, thus driving cost management and revenue growth. The integration of sustainable and impact-investing solutions, alongside digital assets and cryptocurrencies, reflects shifting investor values and is reshaping wealth management strategies. We comprehensively analyze the wealth management sector’s adaptation to multi-generational wealth transfer and technology transformation, featuring the industry’s key providers on Everest Group’s PEAK Matrix® framework.
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Wealth Management Products PEAK Matrix® Assessment 2024
What is in this PEAK Matrix® Report
In this report, we analyze 17 key providers in the wealth management industry featured on Everest Group’s proprietary PEAK Matrix® framework.
Scope:
- Industry: wealth management
- Geography: global
- This assessment is based on Everest Group’s annual RFI process for the calendar year 2024, interactions with leading technology providers, client reference checks, and an ongoing analysis of the open banking IT services market
Content:
In this report, we:
- Examine key trends in the wealth management industry
- Position the providers on Everest Group’s proprietary PEAK Matrix® framework as Leaders, Major Contenders, and Aspirants
- Evaluate the wealth management provider landscape
- Compare providers’ key strengths and limitations
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Wealth Management Products PEAK Matrix® Assessment 2023
What is in this PEAK Matrix® Report
In this report, we assess 16 wealth management technology providers’ vision & capability and market impact, based on which we categorize them as Leaders, Major Contenders, and Aspirants. The research will help wealth management enterprises select the right-fit technology provider for their needs, while technology providers will be able to benchmark themselves against the competition.
Scope:
- Industry: wealth management
- Geography: global
- Our assessment is based on Everest Group’s annual RFI process for the calendar year 2022, interactions with leading technology and digital services providers, client reference checks, and an ongoing analysis of the wealth management products market
Content:
In this report, we:
- Classify 16 wealth management technology providers as Leaders, Major Contenders, and Aspirants on Everest Group’s proprietary PEAK Matrix® framework
- Examine key trends in the wealth management space
- Study the competitive landscape of technology providers for wealth management solutions
- Look at key enterprise sourcing considerations (strengths and limitations) for each of the 16 technology providers evaluated
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What is the PEAK Matrix®?
The PEAK Matrix® provides an objective, data-driven assessment of service and technology providers based on their overall capability and market impact across different global services markets, classifying them into three categories: Leaders, Major Contenders, and Aspirants.
