How Avaloq Aligned Investor and Wealth Management Views on Fintech

Avaloq, a global leader in wealth management technology and services, serves more than 170 financial institutions across Europe, Asia and the Middle East, with over CHF 4 trillion in client assets managed with Avaloq software. Avaloq came to us with a request for deeper insights into both investors and wealth management professionals to stay ahead of competitors and solidify their position as industry leaders.

Objective

The project centered on two key goals:

• Develop a deep understanding of investor and wealth manager perspectives, behaviors, and needs

• Use these insights to craft a research report that would resonate with industry decision-makers and strengthen Avaloq’s position as a trusted voice in wealth management

Solution

Taking two separate surveys - each with valuable data - our task was to combine and transform these into a cohesive story that would drive both internal strategy and external engagement.

Phase 1: Quantitative Research and Advanced Analytics:

• Collected and analyzed survey responses from over 3,000 investors plus data from 300+ wealth management professionals across 11 markets

• Combined data sets to provide comprehensive market understanding

• Applied advanced analytics to identify emerging patterns and challenges

Phase 2: Analysis and Insights:

• Identified key patterns in technology adoption and communication preferences

• Mapped convergence and divergence points between investor and advisor perspectives

• Developed framework for actionable recommendations

Phase 3: Report Production

• Transformed complex data into compelling narrative with supporting visuals

• Collaborated with Avaloq to align voice and strategic objectives

• Delivered polished, professional report designed to influence decision-makers

Results

The project delivered clear value for Avaloq across its two core objectives. In terms of understanding their audience, we equipped their sales teams with detailed insights into both investor and advisor needs, while providing clear visibility into regional technology adoption patterns and preferences.

For influencing decision-makers, the project supported Avaloq’s position as a trusted authority on wealth management technology trends and created a foundation for strategic discussions with industry players.

Phronesis helped Avaloq gain new insights and create a compelling narrative to better understand the evolving needs of investors and wealth management professionals.

More about the study

The research revealed several significant findings across investor trends, regional technology adoption, and communication patterns. Our investor analysis showed that 62% now self-direct through digital platforms, with a strong preference for digital communication channels over traditional.