Hybrid engagement in wealth management

As the landscape of wealth management evolves, traditional business models face a pivotal crossroad. This paper, delves into the shifting dynamics - shrinking profit margins, rapidly changing client demographics, new untapped market segments, and groundbreaking technological advancements. It sheds light on the growing service gap for the 'upper-affluent' and 'lower' HNWI clientele, who previously have been underserved. The imminent intergenerational wealth shift also shows, promising unprecedented changes in client expectations and service delivery models. CORE proposes an innovative solution - a hybrid engagement model, blending scalable digital technology with the time-tested personalized approach. This transformative model, supported by CORE's comprehensive adoption strategy, offers a powerful tool for C-level executives to navigate these market shifts, and succeed in a new era of wealth management.