{"id":2529,"date":"2022-09-16T20:59:00","date_gmt":"2023-09-04T20:59:44","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=2529"},"modified":"2023-10-27T11:20:49","modified_gmt":"2023-10-27T11:20:49","slug":"digital-personalised-client-experiences","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/","title":{"rendered":"Digital, Personalised Client Experiences in Wealth &#038; Asset Management"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"h-wow-wealth-and-asset-management-clients-with-personalised-digital-first-experiences\"><b>Wow wealth and asset management clients with personalised, digital-first experiences <\/b><\/h2>\n\n\n\n<p>The pandemic forced consumers to address their financial needs online. And now that customers have adjusted, they expect digital-first experiences to remain. But the wealth and asset management sector is not meeting consumers\u2019 digital needs. <\/p>\n\n\n\n<p>While 78% of banking customers start relationships on a website or app, only 42% do the same for wealth management companies. The complexity of wealth management products means online or app-based experiences are not as widely available. This presents an opportunity for digital wealth management companies and traditional firms willing to adapt.<\/p>\n\n\n\n<p>Salesforce recently conducted a study into the <a href=\"https:\/\/www.salesforce.com\/uk\/resources\/financial-services\/future-of-financial-services\/?NC=7013y00000267HIAAY\" target=\"_blank\" adhocenable=\"false\" rel=\"noopener\">The Future Of Financial Services<\/a> report. As part of this, we explored how providers can wow through digital-first wealth management client experiences. Read on to find out more about the opportunities for the sector. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-first-demand-is-high-in-wealth-and-asset-management\"><b>Digital-first demand is high in wealth and asset management <\/b><\/h2>\n\n\n\n<p>While many of today\u2019s wealth and asset management clients remain wary of new technologies, the digital demand is shifting \u2014 because wealth is shifting too. <\/p>\n\n\n\n<p>While it\u2019s important to continue servicing existing clients in their preferred ways, asset managers must also attract new customers. <\/p>\n\n\n\n<p>Wealth and asset management companies should consider future-proofing their business through technology. This is essential to appeal to the younger generation to whom wealth is being transferred. <\/p>\n\n\n\n<p>As said in our <a href=\"https:\/\/www.salesforce.com\/uk\/resources\/financial-services\/future-of-financial-services\/?NC=7013y00000267HIAAY\" target=\"_blank\" adhocenable=\"false\" rel=\"noopener\">The Future Of Financial Services<\/a> report, \u201cThe future of financial services is clearly digital. There is a large demographic wealth transfer underway as baby boomers leave their assets to the next generation, the youngest of whom were weaned on iPads and Alexa.\u201c<\/p>\n\n\n\n<p>The financial services industry is becoming dominated by digital-first customers. But their needs aren\u2019t being met \u2014 particularly in wealth and asset management.<\/p>\n\n\n\n<p>Our research found that customers want their financial services experiences to be:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Easy and transparent &#8211; Companies should design experiences with users in mind. And these experiences should exist across customers\u2019 preferred channels for convenience.<\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Efficient &#8211; Deploying strategic automation can speed up customer service and simplify processes. <\/span> <\/li>\n\n\n\n<li><span style=\"color: var(--c-nero); font-family: var(--f-secondary); font-size: 1rem; letter-spacing: 0.0012em;\">Seamless, personalised, and caring &#8211; Wealth management companies need to look beyond metrics such as churn, revenue, and transaction growth. Customers want to feel valued as an individual.<\/span><\/li>\n<\/ul>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Learn more about the future of wealth and asset management with Salesforce<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Want to know more about the changes that lie ahead for the financial services industry?<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/uk\/resources\/financial-services\/future-of-financial-services\/?d=inc-blog-banner&#038;nc=7013y00000267HIAAY\">Read Now<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/FFS_Resource_card.png\" class=\"attachment-full size-full\" alt=\"Download Future of Financial Services\" srcset=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/FFS_Resource_card.png 1200w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/FFS_Resource_card.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/FFS_Resource_card.png?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/FFS_Resource_card.png?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/FFS_Resource_card.png?w=150&amp;h=84 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><b>Digital platforms need to be intuitive and easy to use for a great client experience<\/b><\/h2>\n\n\n\n<p>37% of those who switched their wealth management service provider did so due to ease of use. Customers are willing to move providers if their existing one does not offer simple-to-use platforms. However, financial startups that offer more complex interactions, such as wealth management, experience lower adoption rates than more straightforward service providers like banks. There\u2019s still an opportunity for digital wealth management firms to thrive, but creating an intuitive experience can be harder than it is for other financial services.<\/p>\n\n\n\n<p>Transparency was just as high on customers\u2019 priority lists, with 37% of those surveyed naming it as one of their reasons for switching.<\/p>\n\n\n\n<p>The need for transparency should be considered when switching to digital platforms. Providers must be transparent about how platforms and digital technologies use customer data. Consumers want to know how their data is being used. And they want to be able to control this easily and efficiently.<\/p>\n\n\n\n<p>Younger cohorts are more likely to be comfortable with less control over their data. But older generations will still share data if they get something in return. Across all ages, 37% of people are willing to share channel preferences (e.g., via an app, text, or in person) for a more personalised service. Similarly, 31% will share their major life events (such as marriage, children, and illness). <\/p>\n\n\n\n<p>Being transparent about how you use data can help your clients understand how it benefits them. This will also increase their likelihood of sharing data with you. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><b>Personalisation is not wanted; it\u2019s expected. <\/b><\/h2>\n\n\n\n<p>Personalisation is now the norm in the financial services industry. And clients are demanding the same from their wealth and asset managers. <\/p>\n\n\n\n<p>We asked 2,250 people to rank what they missed most from their interactions with financial providers. The top three concerns were all to do with personalisation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><b>1. Personalised support<\/b><\/h3>\n\n\n\n<p>People want quick and easy omnichannel communication. They want the right support when they want it and where they want it. And they want it to be tailored to their needs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><b>2. Finding relevant content<\/b><\/h3>\n\n\n\n<p>Customers want to be able to locate personalised articles and resources quickly. You can achieve this with a well-maintained knowledge base, which is a self-serve library of information. This helps customers to find answers to questions quickly. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><b>3. Receiving personalised communications<\/b><\/h3>\n\n\n\n<p>Clients want to receive information and options related to their specific circumstances. <\/p>\n\n\n\n<p>Once a nice-to-have, personalisation is now firmly a must-have. To attract and retain clients, you need to not just respond to their queries but also anticipate any concerns they may have. Understanding how to get the most out of your data can help you personalise your service in this way.<\/p>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Learn more about the future of wealth and asset management with Salesforce<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Want to know more about the changes that lie ahead for the financial services industry?<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/uk\/resources\/financial-services\/future-of-financial-services\/?d=inc-blog-banner&#038;nc=7013y00000267HIAAY\">Read Now<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/FFS_Resource_card.png\" class=\"attachment-full size-full\" alt=\"Download Future of Financial Services\" srcset=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/FFS_Resource_card.png 1200w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/FFS_Resource_card.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/FFS_Resource_card.png?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/FFS_Resource_card.png?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/FFS_Resource_card.png?w=150&amp;h=84 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Want to improve your wealth management client experiences? We outline how to wow clients with personalised digital-first experiences.<\/p>\n","protected":false},"author":1,"featured_media":2531,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"12476bf638314b2583dc61684faafd14","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[83,18,14,43],"sf_content_type":[],"coauthors":[189],"class_list":["post-2529","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-customer-experience","sf_topic-financial-services","sf_topic-financial-services-cloud","sf_topic-personalization"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Digital, Personalised Client Experiences in Wealth &amp; Asset Management - Salesforce<\/title>\n<meta name=\"description\" content=\"Want to improve your wealth management client experiences? We outline how to wow clients with personalised digital-first experiences.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Digital, Personalised Client Experiences in Wealth &amp; Asset Management\" \/>\n<meta property=\"og:description\" content=\"Want to improve your wealth management client experiences? We outline how to wow clients with personalised digital-first experiences.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/\" \/>\n<meta property=\"og:site_name\" content=\"Salesforce\" \/>\n<meta property=\"article:published_time\" content=\"2023-09-04T20:59:44+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-27T11:20:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/wealth-management-sector.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"500\" \/>\n\t<meta property=\"og:image:height\" content=\"333\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Neeta Mundra\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Neeta Mundra\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/\"},\"author\":[{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/image\/3200d8a5ced6e629215b35eb33f9521d\"}],\"headline\":\"Digital, Personalised Client Experiences in Wealth &#038; Asset Management\",\"datePublished\":\"2023-09-04T20:59:44+00:00\",\"dateModified\":\"2023-10-27T11:20:49+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/\"},\"wordCount\":819,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/wealth-management-sector.jpg\",\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/\",\"url\":\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/\",\"name\":\"Digital, Personalised Client Experiences in Wealth & Asset Management - Salesforce\",\"isPartOf\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/wealth-management-sector.jpg\",\"datePublished\":\"2023-09-04T20:59:44+00:00\",\"dateModified\":\"2023-10-27T11:20:49+00:00\",\"author\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/601f410a2801f4ddcf6f00cb182e69d3\"},\"description\":\"Want to improve your wealth management client experiences? We outline how to wow clients with personalised digital-first experiences.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#primaryimage\",\"url\":\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/wealth-management-sector.jpg\",\"contentUrl\":\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/wealth-management-sector.jpg\",\"width\":500,\"height\":333,\"caption\":\"Wealth Management: Industry Trends, New Priorities, and Major Shifts\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.salesforce.com\/eu\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Digital, Personalised Client Experiences in Wealth &#038; Asset Management\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#website\",\"url\":\"https:\/\/www.salesforce.com\/eu\/blog\/\",\"name\":\"Salesforce\",\"description\":\"News, tips, and insights from the global cloud leader\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.salesforce.com\/eu\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/image\/3200d8a5ced6e629215b35eb33f9521d\",\"name\":\"Neeta Mundra\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/image\/3359d1863d5b6d44c5912ae32096113d\",\"url\":\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/neeta-mundra-headshot-png.png?w=150&h=150&crop=1\",\"contentUrl\":\"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/neeta-mundra-headshot-png.png?w=150&h=150&crop=1\",\"width\":\"150\",\"height\":\"150\",\"caption\":\"Neeta Mundra\"},\"description\":\"Neeta is a senior executive with a strong entrepreneurial spirit and a commitment to driving business outcomes with over 19 years of global banking and insurance experience and a deep understanding of technology and financial services. She recently won the \u201cExceptional Women of Excellence Award\u201d at Women Economic Forum. Besides her full-time role at Salesforce, Neeta is non-executive director and on the board of Young Women\u2019s Trust (UK), on the committee of Women in Banking and Finance (Head Women on Board program), and a mentor with the Cherie Blair Foundation. She is very passionate about technology disruption, transparency in financial services, open banking\/finance and appears in various panel discussions. She is an angel investor in fintech start-ups and is particularly interested in women led fintech start-ups. Over the years, she has performed various roles ranging from building platforms, delivering large-scale transformation programs to top banks and insurance companies, outsourcing, management consulting to heading regions. She has managed P&amp;L to build successful, profitable and scalable business units and led strategic mergers &amp; acquisitions.\",\"url\":\"https:\/\/www.salesforce.com\/eu\/blog\/author\/neeta-mundra\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Digital, Personalised Client Experiences in Wealth & Asset Management - Salesforce","description":"Want to improve your wealth management client experiences? We outline how to wow clients with personalised digital-first experiences.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/","og_locale":"en_GB","og_type":"article","og_title":"Digital, Personalised Client Experiences in Wealth & Asset Management","og_description":"Want to improve your wealth management client experiences? We outline how to wow clients with personalised digital-first experiences.","og_url":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/","og_site_name":"Salesforce","article_published_time":"2023-09-04T20:59:44+00:00","article_modified_time":"2023-10-27T11:20:49+00:00","og_image":[{"width":500,"height":333,"url":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/wealth-management-sector.jpg","type":"image\/jpeg"}],"author":"Neeta Mundra","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Neeta Mundra","Estimated reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#article","isPartOf":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/"},"author":[{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/image\/3200d8a5ced6e629215b35eb33f9521d"}],"headline":"Digital, Personalised Client Experiences in Wealth &#038; Asset Management","datePublished":"2023-09-04T20:59:44+00:00","dateModified":"2023-10-27T11:20:49+00:00","mainEntityOfPage":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/"},"wordCount":819,"commentCount":0,"image":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#primaryimage"},"thumbnailUrl":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/wealth-management-sector.jpg","inLanguage":"en-GB","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/","url":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/","name":"Digital, Personalised Client Experiences in Wealth & Asset Management - Salesforce","isPartOf":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#primaryimage"},"image":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#primaryimage"},"thumbnailUrl":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/wealth-management-sector.jpg","datePublished":"2023-09-04T20:59:44+00:00","dateModified":"2023-10-27T11:20:49+00:00","author":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/601f410a2801f4ddcf6f00cb182e69d3"},"description":"Want to improve your wealth management client experiences? We outline how to wow clients with personalised digital-first experiences.","breadcrumb":{"@id":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#primaryimage","url":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/wealth-management-sector.jpg","contentUrl":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/wealth-management-sector.jpg","width":500,"height":333,"caption":"Wealth Management: Industry Trends, New Priorities, and Major Shifts"},{"@type":"BreadcrumbList","@id":"https:\/\/www.salesforce.com\/eu\/blog\/digital-personalised-client-experiences\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.salesforce.com\/eu\/blog\/"},{"@type":"ListItem","position":2,"name":"Digital, Personalised Client Experiences in Wealth &#038; Asset Management"}]},{"@type":"WebSite","@id":"https:\/\/www.salesforce.com\/eu\/blog\/#website","url":"https:\/\/www.salesforce.com\/eu\/blog\/","name":"Salesforce","description":"News, tips, and insights from the global cloud leader","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.salesforce.com\/eu\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Person","@id":"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/image\/3200d8a5ced6e629215b35eb33f9521d","name":"Neeta Mundra","image":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.salesforce.com\/eu\/blog\/#\/schema\/person\/image\/3359d1863d5b6d44c5912ae32096113d","url":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/neeta-mundra-headshot-png.png?w=150&h=150&crop=1","contentUrl":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/neeta-mundra-headshot-png.png?w=150&h=150&crop=1","width":"150","height":"150","caption":"Neeta Mundra"},"description":"Neeta is a senior executive with a strong entrepreneurial spirit and a commitment to driving business outcomes with over 19 years of global banking and insurance experience and a deep understanding of technology and financial services. She recently won the \u201cExceptional Women of Excellence Award\u201d at Women Economic Forum. Besides her full-time role at Salesforce, Neeta is non-executive director and on the board of Young Women\u2019s Trust (UK), on the committee of Women in Banking and Finance (Head Women on Board program), and a mentor with the Cherie Blair Foundation. She is very passionate about technology disruption, transparency in financial services, open banking\/finance and appears in various panel discussions. She is an angel investor in fintech start-ups and is particularly interested in women led fintech start-ups. Over the years, she has performed various roles ranging from building platforms, delivering large-scale transformation programs to top banks and insurance companies, outsourcing, management consulting to heading regions. She has managed P&amp;L to build successful, profitable and scalable business units and led strategic mergers &amp; acquisitions.","url":"https:\/\/www.salesforce.com\/eu\/blog\/author\/neeta-mundra\/"}]}},"jetpack_featured_media_url":"https:\/\/www.salesforce.com\/eu\/blog\/wp-content\/uploads\/sites\/14\/2023\/09\/wealth-management-sector.jpg","jetpack_sharing_enabled":true,"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Salesforce","distributor_original_site_url":"https:\/\/www.salesforce.com\/eu\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/posts\/2529","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/comments?post=2529"}],"version-history":[{"count":3,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/posts\/2529\/revisions"}],"predecessor-version":[{"id":4961,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/posts\/2529\/revisions\/4961"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/media\/2531"}],"wp:attachment":[{"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/media?parent=2529"}],"wp:term":[{"taxonomy":"sf_topic","embeddable":true,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/sf_topic?post=2529"},{"taxonomy":"sf_content_type","embeddable":true,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/sf_content_type?post=2529"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.salesforce.com\/eu\/blog\/wp-json\/wp\/v2\/coauthors?post=2529"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}