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Introduction: Tech Trends Reshaping Wealth Management in 2023

The WealthStack survey revealed wealth managers’ resolute focus on leveraging technology to enhance customer service and streamline operations in 2023. Firms fell into three categories: ‘Innovators’ prioritizing client experience, ‘Operators’ emphasizing operational efficiency, and ‘Laggards’ underutilizing technology.

This year’s survey maintained the self-description approach, enabling a detailed analysis of technology usage, budgets, staffing, ROI, and future strategies for each group. This facilitated valuable comparisons within and across groups, illuminating key trends in technology adoption.

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Respondents at a Glance

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