RESEARCH REPORT
Asia Pacific: Wealth Insights Navigator
A holistic and comprehensive data asset providing a unique opportunity to generate granular insights into what investors want from their wealth management firm.
3-MINUTE READ
January 24, 2024
Overview
With statistically significant data from investors banking with dozens of wealth management firms in Asia, Accenture Wealth Insights Navigator enables financial institutions, independent financial advisers and technology firms to:
- Take a data-led approach to driving their business strategy.
- Drive transformation initiatives in areas like digital capabilities, sales processes, investment proposition design, and talent management.
- Generate granular insights with the ability to trend user and competitor performance in a self-service model.
Wealth Insights Navigator includes the data from our annual Asia and Middle East Affluent Investor Survey covering more than 3,700 affluent clients in 12 markets, along with research on investor offshore wealth flows and thematic deep dives on investor profiles, relationships with banks and Relationship Managers, and investing goals and investment allocation.