CEB Wealth Management Leadership Council is a membership for innovative wealth management executives who want to optimize the performance of their business. Our research and insights are rooted in the challenges our members deem most important and span topics that impact your organization's day to day as well as longer-term strategic 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 strategic guidance and tactical tools on the topics most important for their function is at the heart of what we do. We don't just point to where you need to go: we provide you with a roadmap and a suite of implementation tools to get you and your team there. Key topics include:
Sales Strategy and Productivity
Innovation and Trends
Our Latest Research: Reimagining Advisor Talent
Most firms aspire to deliver an advice-led model, but executives report that only 11% of advisors are equipped to deliver this approach. This year, we're helping wealth management executives redefine their talent models to build an advisor force of the future.
CEB TowerGroup™ Wealth Management provides insights and analyses on the latest in wealth management technology to help executives make strategic IT decisions with confidence.
Speak with our team to learn more.
Research and Insight: Unique research and tools to help business leaders evaluate new issues and challenges
Proven Best Practices: Tested approaches to solving business challenges from our network of leading companies
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
Live and Online Learning Events: A wide variety of events exclusively for senior executives, as well as staff training and skill development opportunities
I used the latest client experience research as a key input into designing our client service strategy. It helped me prioritize our investments in places we know will drive value for our clients."
US Regional Bank
With the help of CEB, our firm was able to identify and prioritize multichannel initiatives and arrive at innovative channel solutions quickly."
Hawaii USA Federal Credit Union
From Our Blogs
- With an Exploding Market for Consumer Loans, Even Goldman Sachs Wants In
Inc., 17 June 2015
- Here's Your Allowance - Go Spend It All at Amazon
Bloomberg Business, 4 June 2015
- Stopping Data Breaches: Whose Job Is It Anyway?
Forbes, 22 May 2015
- The Twentysomething Brothers Behind a $3.6 Billion Payments Company
Inc., 22 April 2015
- Building a Startup, One Loan at a Time
Inc., 22 April 2015
- The Road to Faster Payments: A Banker's Guide
American Banker, 30 March 2015