In today’s rapidly evolving financial landscape, asset and wealth management firms face a critical imperative: deliver personalized, omnichannel experiences that not only meet but anticipate client needs. As investors become more digitally savvy and their expectations rise, the ability to provide tailored journeys at scale is no longer a differentiator—it’s a necessity for growth, loyalty, and long-term relevance.
Clients now expect seamless, always-on engagement across every touchpoint—whether researching investment options, seeking advice, or managing portfolios. This shift demands more than incremental improvements; it requires a fundamental transformation of digital platforms, data integration, and the use of AI-driven insights to create truly individualized experiences.
Personalization in asset and wealth management is about more than addressing clients by name. It’s about understanding their unique goals, risk profiles, and life stages, then delivering relevant content, products, and advice at the right moment. Firms that excel in this area see measurable benefits:
The journey to personalization at scale begins with the right technology foundation. Modern content management systems (CMS) and digital experience platforms are essential for delivering consistent, flexible, and scalable experiences across regions and channels.
When Investec Asset Management rebranded as Ninety One, they seized the opportunity to completely reimagine their digital experience. By adopting an enterprise-grade CMS, they created a platform that is both flexible and modular, supporting:
The result? Improved global site performance, faster rollout of new features, and a digital experience that clients described as “fresh, lively, and energetic.” Most importantly, Ninety One’s platform now enables ongoing innovation and tailored client journeys, setting a new standard in the industry.
Another leading global asset management firm faced the challenge of managing over 90 disparate websites, resulting in inconsistent experiences and slow response to market changes. By partnering to fully leverage Adobe Experience Manager, they:
This standardized, automated approach not only improved brand consistency but also freed up resources to focus on personalization and innovation.
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:
For example, a major investment management firm in North America replaced their 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.
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. Our proven approach combines strategy, experience design, technology, and data to deliver:
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.