It’s becoming clear that a conventional relationship-based approach to wealth management cannot scale to serve new sets of the ‘mass affluent’. As a result, many firms are considering whether and how to re-engineer their businesses. Against this backdrop, new technologies are offering organizations the opportunity to take a data-driven approach to their business. Creating a data-driven organization can allow firms to create new, more personalized products; target new and broader client segments; offer customers a richer, more digital user experience; and ultimately generate more alpha. But to achieve this, they need to be smarter about their use of technology and of the growing number of data sets available to them. In this discussion document, MarkLogic and A-Team examine how a more data-driven approach to digital transformation can unlock innovation for asset and wealth management organizations.

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