The New Normal: Codifying Superior Client Experience in Wealth Management

Add to my collection


The New Normal: Codifying Superior Client Experience in Wealth Management
is a new report produced by WealthBriefing in association with Barclays Wealth and Investment Management.

Based on a survey of wealth management professionals around the world and interviews with senior executives at a number of leading wealth management firms and consultancies, the report explores how wealth managers are enhancing the client experience they deliver, shining a light on best practice across the industry. It looks at what organisations should be doing to improve service and meet both the wants and needs of high net worth clients.

Providing a broad view across the wealth management industry, the report considers how wealth managers use segmentation to better serve clients through to how firms are leveraging client feedback data to inform their strategic decisions.

WealthBriefing and Barclays have produced a video exploring the key findings of the research.

To access the report and for further insights from Barclays, contact our Press Team:

Louise Pancott: +44 (0) 207 134 7303 or
louise.pancott@barclays.com