September 20186Wealth management is a combination of financial planning and specialized financial services to sustain and grow long-term wealth. To the affluent individual, it helps them solve or enhance their financial situation. For the financial advisor, it is their ability to deliver a range of consultative financial services and products for their affluent clients.In today's tech-savvy world, wealth management continues to be one of the least tech-literate entities in the financial services. The breakneck pace at which technology is evolving, the banks can no longer be the spectators but the adopters of the technologies to enhance the overall experience for both customers and wealth managers. With High Net Worth Individuals (HNWI)gaining increased financial awareness, the demands for more sophisticated and customized services are also on the rise. One of the ways forward in improving the client satisfaction levels and staying ahead of the competition is product innovations. Also as regulatory compliance has made life harder for banks, from a cybersecurity perspective, it is evident that the primary aim is the protection of the clients' information. To this end, technology can help banks be compliant in the long run thereby helping them garner greater stability while building trust with clients.Our goal with this special edition is to highlight the best-of-breed wealth management solution providers that leverage innovative technologies to drive customer success. This edition also blends thought leadership from subject matter experts with real stories on what selected vendors are doing for their clients, including exclusive insights from CIOs and CXOs.Write us your thoughts.Copyright © 2018 ValleyMedia, Inc. All rights reserved. Reproduction in whole or part of any text, photography or illustrations without written permission from the publisher is prohibited. The publisher assumes no responsibility for unsolicited manuscripts, photographs or illustrations. Views and opinions expressed in this publication are not necessarily those of the magazine and accordingly, no liability is assumed by the publisher thereof.SEPTEMBER - 30 - 2018Contact Us:Phone:510-556-2284Fax:510-894-8405Email:sales@bankingciooutlook.comeditor@bankingciooutlook.commarketing@bankingciooutlook.com SEPTEMBER - 30 - 2018, Volume 04 - 05 Published by ValleyMedia, Inc. To subscribe to Banking CIO OutlookVisit www.bankingciooutlook.com Editorial StaffSalesWEALTH MANAGEMENT SPECIALNick Masonnick@bankingciooutlook.comVisualizerAjay K DasIssac GeorgeManaging EditorJames RobertsonRedefining Wealth Management James RobertsonManaging Editor editor@bankingciooutlook.comCarolynn WaltersJustin SmithJoseph MichaelEditorialKenneth ThomasPooja RayRussell Thomas*Some of the Insights are based on the interviews with respective CIOs and CXOs to our editorial staff
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