Glossary

Digital Wealth Management

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Agile Development AIOps Analytics Platform API Integration API Management Application Modernization Artificial Intelligence Augmented Reality
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Banking as a Platform Banking as a Service Big Data Business Analytics
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Claim Automation Claims Management Clinical Research Clinical Software Cloud Advisory Cloud Deployment Cloud Infrastructure Cloud Migration Cloud Native Development Cloud Security Cloud Strategy Cloud-native Security Core Banking Corporate Banking Customer Data Platform (CDP) Customer Experience Customer Experience Journey Customer Experience Strategy Customer Intelligence CX Strategy Cyber Resilience Cybersecurity
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Data Analytics Data Center Modernization Data Integration Data Lake Data Security Data Transformation Denial Management DevSecOps Digital Banking Digital Commerce Digital Engineering Digital Experience Platform Digital Front Door Digital Health Platform Digital Insurance Digital Lab Digital Mosaic Digital Payments Digital Platform Digital Transformation Digital Wealth Management
E
Edge Computing Enterprise Integration Enterprise Security Experience Transformation
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Healthcare Payor Healthcare Technology
I
Identity Access Management Intelligent Automation
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Legacy Application Modernization Life Sciences Technology Loan Origination
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Machine Learning Medical Devices Microservices Mobile Edge Cloud Monetizing 5G
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Network API Network Assurance Network Performance Network Transformation No-code/ Low code Application Development
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Process Mining and Process Excellence Product Engineering Product Sustenance Public Cloud
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Ransomware Retail Banking
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Software Application Development Software Development Software Engineering Software Modernization Software Product Development Software Product Modernization

What is Digital Wealth Management?

The use of digital technologies in the wealth management process to offer a satisfying and efficient client experience is referred to as digital wealth management. These solutions promote enhanced involvement and transparency, create cooperation, and improve financial asset performance.

The digital technologies experienced financial advisers use to provide unified client experiences across all user devices and platforms are called digital wealth management. These solutions promote enhanced involvement and transparency, create cooperation, and improve financial asset performance.

What are the business benefits of Digital Wealth Management?

  • Firms can preserve total ownership of customer relationships through digital wealth management systems. New platforms reduce the need to rely on third-party automated sources for digital assistance.

  • Digital wealth management offers self-service and automation to help make the customer experience seamless and ensure ease of day-to-day transactions.

  • Wealth managers can employ digital technologies such as machine learning to evaluate client portfolios and offer potential modifications to fulfill predetermined goals.

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