Technology Providers (Thought Leadership)


Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions – underpinned by the world’s largest delivery network – Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With more than 394,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives.


The New Face of Wealth Management: In the Era of Hybrid Advice

Wealth management is in the midst of a digital revolution. One-to-one, product-driven advice is being displaced more and more by hybrid advice, which offers both digital capabilities and access to advisors as needed. Accenture has gone directly to the source to explore investors’ preferences for managing their wealth using digital tools and analyzed how this is changing the operating models for wealth management firms.

Based on a survey of more than 1,300 investors across income brackets and age groups in North America, the report, “The New Face of Wealth Management: In the Era of Hybrid Advice,” is part of a multi-year Accenture research initiative studying the needs of modern investors in the rapidly evolving landscape for financial advice.

Overall, survey respondents were more likely to be satisfied with hybrid financial advisory services than with human-only or robo-only advisory services, in terms of ease of money management, digital tools, explanation of fees, customized services and low-cost products, according to the research. Digital technology – the web-based channels, tools and applications that enable a more- transparent and real-time understanding of a client’s investments – make hybrid models possible.

This thought leadership piece aims to help wealth management firms successfully navigate the changing landscape in wealth management and understand the future of investing.

Category Finalists

Key Business Leader

Kendra Thompson
Managing Director, Accenture Wealth & Capital Markets

Kendra Thompson

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