COVID-19: Challenges and Opportunities in Wealth Management

As governments around the world attempt to defend against COVID-19, financial institutions (FIs) and their technology vendors are facing significant operational constraints as well as a rapidly deteriorating business climate, and they are experiencing an urgent need to identify bright spots.

In this report excerpt, Aite Group analysts identify a range of near-term challenges and opportunities for FIs in Wealth Management. This report also provides analysts’ recommendations to FIs and their vendors.