
Building Trust in Wealth Management Communications
Wealth management is undergoing one of its most profound shifts in decades. Millennials and Gen Z, the generation of digital natives raised on mobile-first experiences, are inheriting unprecedented wealth and redefining what it means to be advised. According to Capgemini’s World Wealth Report 2025, 81% of next-generation high-net-worth individuals (HNWIs) plan to switch firms within one to two years of inheritance, citing limited personalization and outdated digital offerings.
Since Symphony’s inception, it has been the company’s mission to promote a strong ecosystem of innovation by our customers and partners on the platform. As a result, we have taken an open API approach which benefits our end users as it fosters deep integrations and novel workflows. 
