The wealth management industry continues to evolve in response to economic trends, rapidly changing demands and expectations from both clients and advisors, and regulatory complexity. Long known for its focus on fostering client loyalty in global, high net worth clients via personal relationships, wealth management firms must continue to focus on customer experience and fostering trust. In doing so, those firms that fully leverage the technology available to personalize client engagement at scale will be best positioned to capture a meaningful market opportunity.


St. James's Place, one of the largest wealth management companies, is fully focused on delivering this highly personalized experience, providing its clients with the expert help and guidance they need. It is really looking at how it can support its financial advisors and given them time back to engage with their clients.  

Supporting St James’s Place in this process is technology like their own-built, AI-driven Advice Assistant, Salesforce’s Financial Services Cloud and OPAL, Ortec Finance’s Goals-Based Wealth Planning solution. Listen to Ian MacKenzie, Chief Operations & Technology Officer at St James’s Place how they go about modernizing client engagement and fueling advisor productivity by delivering automated, data-driven experiences on an integrated platform. 



Check out the full video of St. James's Place at World Tour London: AI Day 2023.


For more information on OPAL for Salesforce, please visit OPAL for Salesforce | Ortec Finance.

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