In today’s digital-first world, global asset and wealth management firms face a dual imperative: deliver truly personalized, omnichannel experiences for clients—across every region and jurisdiction—while navigating a labyrinth of data, operational, and regulatory complexities. As sophisticated investors demand more tailored engagement, the ability to provide individualized journeys at scale is no longer a differentiator—it’s a necessity for growth, loyalty, and long-term relevance. Yet, achieving this vision is uniquely challenging in a sector defined by complex portfolios, global regulations, and the imperative of trust.
Unlike retail banking, global asset and wealth managers serve clients with cross-border portfolios, diverse asset classes, and varying regulatory requirements. This brings several hurdles:
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. For example, when a leading asset manager rebranded and expanded globally, they adopted an enterprise-grade CMS that supported consistent brand identity across 27 country-specific websites. This platform provided the flexibility to address local regulatory and business needs, while integrating with sales and marketing tools for deeper insights and personalization.
Another global asset management firm, managing over 90 disparate websites, standardized on a single digital experience platform and developed reusable components. This reduced the time to launch new sites from nine months to one, achieved an 89% reduction in build time, and a 30% reduction in infrastructure costs—freeing 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:
Customer Data Platforms (CDPs) have emerged as a cornerstone technology, enabling firms to aggregate hundreds of attributes for each client, from demographic and transactional data to behavioral and psychographic insights. CDPs provide real-time, actionable views of clients and orchestrate personalized experiences across web, mobile, email, and in-person interactions. Critically, they also embed privacy controls and consent management to ensure compliance and build trust.
For instance, a North American investment management firm replaced their static, brochure-based website with a dynamic platform, launching a “test and learn” program that personalized journeys for each customer. This resulted in a 50% increase in leads for financial advisers and a doubling of new clients created.
Global asset managers must embed privacy and consent management into every layer of their personalization strategy. This means:
By prioritizing privacy and trust, firms not only meet regulatory requirements but also strengthen the client relationship—a critical differentiator in high-value asset management.
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.
Drawing on Publicis Sapient’s experience with leading global asset managers, several best practices emerge:
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.