CEB TowerGroup™ Wealth Management is a membership for innovative wealth management technology executives who want to optimize the performance of their business. Our analyses and insights are rooted in the challenges our members deem most important and span topics that impact your organization's day to day and longer-term technology initiatives. We use relationships and learnings from the best financial institutions to help you and your team save time and make better decisions.

Our Research Focus

Equipping our members with analyses and actionable advice on the technology topics most important for their business is at the heart of what we do. We don't just point to where you need to go: we provide you with the data, trends, and roadmaps to help you and your team get there. Key topics include:

  • Managed Money and Wealth
  • Emerging Technologies
  • Digital Client Experience
  • Financial Information Security
  • Advisor Productivity Tools
  • Data Management
  • Technology Planning and Implementation

Our Latest Research: Differentiating Financial Advice

Wealth CEOs are driving their businesses to differentiate financial advice through goal-based planning, but less than 38% of clients feel they receive this type of advice. This year, we're helping wealth management technology leaders determine the optimal technology capability for delivering a holistic, advice-led client experience.

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Speak with our team to learn more.

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Membership Features

Research and Insight: Unique research and tools to help business leaders evaluate new issues and challenges

Advisory Support: Personalized expert guidance and project support for pending decisions, new tactics, internal presentations, and other needs

Decision and Diagnostic Tools: Customized, actionable views of the most important performance metrics in your function

Peer Benchmarks: Relevant, quantitative data and analysis to help allocate resources and target areas with the highest impact

Executive Networking: On-request advice, feedback, and perspective from peer interaction with hundreds of leading executives

Featured Resources

2016 CEB Financial Services Technology Summit

Join financial services strategy and technology executives next April in Boston to discuss what loyalty means in the digital era and how to leverage technology to earn deep relationships.

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Building an Advice-Led Client Experience

A new advisory model can improve client relationships and loyalty, but making the transition requires firms to integrate new skills and technologies.

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Key Imperatives for 2015

Drive business impact by improving sales and advisor performance, redefining the customer experience, and transforming operations.

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Some of Our Members