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ESG: A golden opportunity to engage with clients
“100% of wealth management firms see ESG as a commercial opportunity”. (C-level research by Compeer Feb 2021).
Client demand is the main driver of ESG integration at firms. Indeed, wealth management clients increasingly want their investments to align with their values and want to ‘do good while doing well’.
The majority of clients see ESG as a real differentiator between firms. Many are willing to leave/choose a firm (2/3rd in the case of millennials according to Cerulli research 2020), based on the quality of their ESG offering and how it is delivered to them.
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Digital areas needing the greatest change
Digital Integration in Wealth Management is a journey that most firms will need to undergo, but it does not need to be scary.
What are the main areas that need to evolve?
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ESG: Gaining an edge through digital change
ESG is currently a hot topic in wealth management with client demand and mitigating risk as the main drivers for firms.
A recent PwC report highlights that within the next 5 years, ESG assets will reach 50% of total assets, and a massive 77% of respondents told PwC they intend to stop investing in ‘traditional non-ESG compliant products’ within the next two years. Currently, the latest figures from the Investment Association show that almost half of all new net money in funds went into ESG funds (Jan-Oct 2020).
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Covid-19 one year on: exposing inefficiencies towards a new paradigm in wealth management
In my previous post on how smart technology accelerated the digital transformation of the Wealth Management sector during the 2020 pandemic, I analysed some industry-wide issues that Covid-19 highlighted, even though solutions to these issues have existed for years.
After almost a year living and working under the “pandemic siege”, we can now see how financial institutions have responded to these issues.
Top 2021 Wealth Management Trends. What’s actually changing?
The pandemic is putting financial sector’s resilience to the test, throwing us and our customers into a complex scenario ruled by uncertainty. The first half of 2021 is expected to continue much like 2020 ended, with client interactions conducted almost exclusively on a virtual basis, but challenges continue in 2021.
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DOUBLE WIN FOR OBJECTWAY WEALTHTECH SUITE AT XCELENT 2020 AWARDS
We are particularly proud when recognition from market analysts and clients coincides, and this is what happened in Celent’s October 2020 report, Front-to-Middle Office Platforms: EMEA Wealth Management Edition: 2020 XCelent Awards: Powered by VendorMatch. The report was written by Celent Wealth Management Senior Analyst, Ashley Longabaugh.
Objectway WealthTech Suite, in fact, has been awarded with the XCelent award for Breadth of Functionality and for Client Base.
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Towards 2021, thanks for trusting us
Dear Objectway Customer,
As we enter the holiday season and begin to look ahead to the New Year, I want to extend my personal thanks for trusting Objectway as your digital partner. The coronavirus pandemic and its impacts have been unique and remarkable, requiring all of us to think and act in new ways. Throughout this period, Objectway has remained focused on being there for you every step of the way.