KeeSystem reposted this
If you're in wealth management in 2024, you know it's not just about numbers and charts anymore. Global financial wealth dipped by 4% to $255tn in 2022. At the same time, the industry faces escalating costs of compliance, inflation, and ever volatile markets. Signs that wealth management professionals have to adapt and innovate. There are 2 main opportunities arousing in 2024 : AI and ESG. They are not buzzwords. 🔹ESG is no longer an option. It's what today’s investors are looking for: responsible, impactful, and sustainable growth. As KeeSense integrate with the latest ESG data feeds and notation tools, the relevance of our clients insights and reporting is elevating. 🔹AI is changing how wealth managers connect with clients and how they work. We already crunch operational costs with automation and digitalisation. Thanks to tools like generative AI and machine learning, it will continue to accelerate in the upcoming years. Other insights you would like to share ?
M.Sc. in Corporate Finance - Private Equity & Alternative Investments | CFA Level 1 passed | Looking for Internship starting January 2025
3wVery informative! Pierre-Alexandre Rousselot I think the wealth management industry is at a critical juncture where adaptation and innovation are no longer optional but necessary for survival. ESG integration responds to the growing demand for responsible and sustainable investing, while Al offers the tools to enhance efficiency and client engagement. Together, they represent the future of wealth management, driving both impact and innovation in an increasingly complex environment.