The wealth management industry is at a pivotal point, driven by rising client expectations and significant demographic shifts, such as the £84 trillion wealth transfer from Boomers to younger generations.

This whitepaper explores “Wealth Management 5.0,” highlighting how firms can utilise cloud technology, AI, and machine learning to create hyper-personalised client experiences at scale. Key insights include strategies for engaging the mass affluent, unlocking advisor potential, and transforming client journeys with generative AI. The guide emphasises the vital role of Genesys and AWS in equipping firms with innovative solutions.