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Customer experience: How wealth and asset managers win

Stand out by delivering personalized digital customer experiences that reflect your brand’s value proposition.

How KPMG can help: Alternative Investments

How a personalized experience wins over clients

Today’s financial services customers are shaped by social media and online retail companies to expect digitally-enabled interactions that are personalized, anticipatory, and transparent – the opposite of how asset management firms have historically operated. Investment managers must sharpen their focus on providing customized client experiences in order to stand out from the competition and win in the marketplace.

KPMG can help your organization achieve its goals by adopting innovative technologies and solutions, making customer-centric digital investments, and enhancing organizational agility to adapt to changing market dynamics. Keep clients engaged by addressing their concerns and priorities at every touch point and creating personalized customer journeys.

Read the paper below for more insights on how to engage clients and prospects, differentiate your organization from the competition, and capture market share.

Dive into our thinking:

Digital distribution: Customer experience

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Digitally enabled: Top solutions for wealth and asset managers

Digitally enabled: Top solutions for wealth and asset managers

In a fragmented and complex marketplace, wealth and asset management firms can capture market share and differentiate themselves in the eyes of customers.

Build your trusted client connection with digital solutions

Build your trusted client connection with digital solutions

Top technology solutions that help asset and wealth managers connect with customers and drive growth.

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How asset managers can transform distribution

The traditional distribution model for asset managers— selling “wholesale” to financial advisors who sell investment products to their clients—needs to...

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Meet our team

Image of Brian Dunham
Brian Dunham
Principal, Advisory, Strategy, KPMG US
Image of Kshitij Agrawal
Kshitij Agrawal
Advisory Managing Director, C&O Financial Services, KPMG US

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