CEB TowerGroup™ Wealth Management

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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Align Your Technology and Wealth Management Strategies

CEB Wealth Management Leadership Council helps you address the common challenges re-shaping the financial services industry with access to best practice research, a premier peer network, and advisory support.

Speak with our team to learn more.

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

What Our Members Are Saying

Featured Resources

Related Services

From Our Blogs

Commercial Banking: Two Priorities for 2016
The twin concerns of using data to improve decision-making and reducing the effort customers must expend to use a bank's services are what many commercial banking teams will be asked to work on this year, according to CEB data. 04 Jan 2016
Financial Services: 5 Principles of Digital Process Design
The process of encoding more and more of our lives into bits and bytes is now so widespread that any company providing a digital service can't simply replicate what they offer offline. These five principles are gleaned from a wide variety of senior financial services operations managers. 21 Dec 2015
Retail Banking: Customers Are Less Loyal in the Digital Era
As growing numbers of retail banking customers prefer to use their bank's services via digital channels, its now much easier for them to switch between providers. And this means it takes far less effort to be a "disloyal" customer too. 16 Dec 2015

Some of Our Members