In today’s rapidly evolving financial landscape, asset and wealth management firms are facing a new imperative: move beyond standardized digital platforms to deliver highly personalized, omnichannel experiences that anticipate and meet the unique needs of every client. As digital maturity accelerates across the industry, the next frontier is clear—personalization at scale is no longer a differentiator, but a necessity for growth, loyalty, and long-term relevance.
Many leading firms have already invested in modernizing their digital presence, consolidating disparate platforms, and establishing consistent brand experiences across regions. This foundational work—often involving the rollout of modular content management systems (CMS) and reusable digital components—has delivered significant efficiencies, cost savings, and brand consistency. For example, one global asset management company, with over 90 websites across multiple regions, partnered to implement a unified Adobe Experience Manager platform. By developing over 40 standard, reusable components and a playbook for rapid site rollouts, the firm reduced time-to-market for new sites by 89% and cut infrastructure costs by 30%. This standardization freed up resources and set the stage for the next phase: true 1:1 personalization.
Personalization in this sector goes far beyond addressing clients by name. It’s about understanding each client’s goals, risk appetite, life stage, and investment preferences, then delivering relevant content, products, and advice at the right moment—across every channel. Firms that excel in this area see measurable benefits:
The journey to personalization at scale begins with a robust, flexible technology foundation. Modern CMS and digital experience platforms are essential for delivering consistent, scalable experiences while enabling the agility to tailor journeys for different client segments and markets. When Investec Asset Management rebranded as Ninety One, they seized the opportunity to reimagine their digital experience. By adopting an enterprise-grade, modular CMS, they ensured:
The result was a digital experience described by clients as “fresh, lively, and energetic,” with improved global site performance and faster rollout of new features. Most importantly, the platform now enables ongoing innovation and tailored client journeys, setting a new industry standard.
Personalization at scale is only possible when firms can harness and unify data from across the organization. Integrating data sources—client profiles, transaction histories, market trends, and more—enables:
A major North American investment management firm exemplified this approach by replacing a static, brochure-based website with a dynamic platform built on Drupal and Acquia Cloud. Post-launch, a ‘test and learn’ program analyzed site traffic and personalized journeys for each customer, resulting in a 50% increase in leads for financial advisers and a doubling of new clients created.
Artificial intelligence and advanced analytics are transforming how asset and wealth managers understand and serve their clients. AI enables:
By embedding AI into digital platforms, firms can move from reactive to proactive engagement—delivering the right message, at the right time, through the right channel. This not only enhances the client experience but also drives measurable business impact.
A modular CMS architecture is critical for delivering personalized experiences at scale. By decoupling content, presentation, and data layers, firms can:
This approach empowers asset and wealth managers to orchestrate omnichannel journeys that are both compliant and client-centric.
The business impact of personalization at scale is clear. Firms that have embraced this approach report:
These outcomes are not just the result of technology, but of a holistic approach that combines strategy, experience design, engineering, and data-driven decision making.
The asset and wealth management sector is at a crossroads. Those who invest in modern digital platforms, robust data integration, and AI-driven personalization will not only meet today’s client expectations but will be positioned to adapt and thrive as those expectations continue to evolve. At Publicis Sapient, we help asset and wealth managers worldwide embrace this opportunity—delivering seamless, omnichannel client journeys, scalable personalization across markets and segments, and measurable business impact.
Ready to transform your client experience and lead the future of asset and wealth management? Connect with our experts to start your personalization journey today.