Laura Garcell

How Digital Technology and AI Will Change Wealth Management

February 2, 2024 / Comments Off on How Digital Technology and AI Will Change Wealth Management

The global wealth management industry faces converging megatrends that are redefining investor needs and reshaping the industry at a time of growing economic and geopolitical uncertainty. These trends include rapid technology innovation, mounting regulation, heightened competition, and broad demographic shifts.  To investigate these developments and how they affect the industry, ThoughtLab has conducted a multi-client […]

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ServiceNow: Experience in the age of AI

January 24, 2024 / Comments Off on ServiceNow: Experience in the age of AI

Great digital experiences—for customers and employees—are a key competitive advantage for businesses. ServiceNow and ThoughtLab surveyed 1,000 C-level executives in 13 countries to learn what digital experience leaders are doing right and the benefits that follow. We identified six key steps that such leaders take that separate them from the pack. It comes down to making experience […]

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ServiceNow: Making Risk Pay

January 24, 2024 / Comments Off on ServiceNow: Making Risk Pay

Today’s organizations face challenges and risks from every side. ServiceNow and ThoughtLab surveyed 1,000 global executives to understand how organizations are responding to security issues. Our research highlights the risk management strategies of risk-ready organizations. Respondents came from 13 countries across three geographic areas and five industries. Our research found that the most resilient organizations suffer […]

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KPMG: Road to Readiness – ESG Assurance Maturity Index 2023

January 11, 2024 / Comments Off on KPMG: Road to Readiness – ESG Assurance Maturity Index 2023

Environmental, social and governance (ESG) related topics are reshaping business operations, performance measurement, and risk management, introducing both new challenges and opportunities. Many firms have been voluntarily reporting on their ESG performance. Now, with new regulatory requirements, obtaining assurance over the ESG information that a company discloses is becoming more important. KPMG’s inaugural ESG Assurance […]

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Press release: How wealth management firms will reinvent themselves to thrive in the next era of investing

January 10, 2024 / Comments Off on Press release: How wealth management firms will reinvent themselves to thrive in the next era of investing

Forward-looking study shows how investment firms are preparing for the future as investor demographics and expectations shift worldwide  February, 2024 (New York, NY) – New analysis from a research coalition comprised of wealth management experts from ThoughtLab, Deloitte, FNZ, AWS, and Genesys shows that by 2028, the investment industry will look very different. Senior executives […]

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Press release: Wealth management leaders to study future of the industry

January 9, 2024 / Comments Off on Press release: Wealth management leaders to study future of the industry

Forward-looking study will analyze how worldwide shifts in investor demographics and needs are expected to transform the wealth industry  October, 2023 (New York, NY) –ThoughtLab, a leading global research firm, has joined forces with a coalition of wealth management leaders to analyze how technology innovations, mounting regulations, heightened competition, sustainability pressures, and demographic shifts will […]

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