5. Enhanced Client Experience

Also known as a differentiated or augmented experience, wealth managers are desperate to make financial matters as easy as ordering on Amazon and as fun as browsing luxury auctions for vintage cars or Instagram for high-end holidays.

Sadly, banking will probably never be quite that fun, but banks would love their digital offerings to hold clients’ attention for nearly as long. Hence, they promise bells and whistles including a «personalized» and «guided» journey through their offering which is «empathy-driven».