Post by G+D Netcetera

At G+D Netcetera, we believe the future of wealth management lies in blending human expertise with digital innovation. So when we read Forrester’s 2026 report, Affluent, Digital, And Done With Traditional Investment Advice, showing that a quarter of affluent investors now prefer digital self-service tools for estate planning and/or financial advice, we weren’t surprised. Younger, tech-savvy investors want digital autonomy and to manage their finances independently. But the challenge for banks is that this segment is growing, confident and increasingly unwilling to rely on traditional advisory channels - so wealth managers must adapt to meet them where they are. This is why our integrated financial advisory solutions embed digital tools and human expertise directly into banking experiences - helping banks retain affluent clients, differentiate from competitors, and future-proof their services. Read the report to: 1.Understand why affluent investors are embracing digital tools, and how to meet their expectations 2. Discover what financial activities this segment most wants to manage via self-service 3. Learn how the generational shift in wealth is raising the stakes for firms that fail to evolve Access it here 👇 https://lnkd.in/eEVaA_Fv #DigitalBanking #FinancialAdvice