Achieving Financial Wellness Through Digitization and Personalization with Nalika Nanayakkara

Digitization and personalization are two emerging trends in asset and wealth management. With financial wellness also becoming an important factor in overall portfolio management, the convergence of digital advice and concierge services has grown more complex. How can advisors cope with the rapid changes in the asset and wealth management industries?

In today’s episode, Jack talks with Nalika Nanayakkara, Managing Partner Americas, Financial Services Consulting Leader, EY. A leader in EY's Wealth and Asset Management (WAM) Consulting business, Nalika advises many of the world's leading WAM organizations on strategy, growth, efficiency, and innovation.

Nalika talks with Jack about the recent changes in the asset and wealth management industry, how financial leaders are coping with digitization and concierge services, and why complexity is an opportunity.

Key Takeaways