Wealth managers expand lead generation to drive organic growth, SS&C says
SSNC•SSNC•SSNC•SSNC•SS&C said wealth managers reporting 29% to 40% annual organic growth made substantial investments in lead generation, with one firm spending more than £4 million a year. It estimated that £5.5 trillion will transfer to around 300,000 UK beneficiaries over the next decade.
Wealth managers reporting 29% to 40% annual organic growth cited substantial investment in lead generation, with one firm spending more than £4 million annually. SS&C Technologies Holdings Inc. said firms are also investing in AI-driven visibility and disciplined lead qualification as client acquisition costs rise.
An estimated £5.5 trillion will transfer to around 300,000 UK beneficiaries over the next decade, increasing pressure on wealth managers to retain inherited assets. SS&C described organic growth as a strategic necessity for long-term relevance, higher valuations and succession options.
