GITNUXREPORT 2025

Remote And Hybrid Work In The Wealth Management Industry Statistics

Hybrid work boosts client satisfaction, productivity, and digital engagement in wealth management.

Jannik Linder

Co-Founder of Gitnux, specialized in content and tech since 2016.

First published: April 29, 2025

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Statistic 1

54% of firms have adopted cloud solutions to support remote and hybrid work environments

Statistic 2

69% of wealth management firms have seen increased demand for digital onboarding processes

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78% of wealth management clients prefer hybrid meetings over in-person only interactions

Statistic 4

82% of clients value digital communication channels for their financial advisory services

Statistic 5

60% of clients are more satisfied with their service experience when hybrid work options are available

Statistic 6

68% of clients prefer video calls over in-person meetings with their wealth managers

Statistic 7

65% of clients cite digital accessibility as a key factor in choosing a wealth manager

Statistic 8

59% of clients report greater access to their advisors since the shift to hybrid models

Statistic 9

78% of new wealth management clients are satisfied with digital-only onboarding

Statistic 10

69% of clients want more digital self-service options in their wealth management experience

Statistic 11

84% of clients are satisfied with digital communication channels used with their wealth managers

Statistic 12

68% of clients want their wealth managers to offer remote consultation options

Statistic 13

80% of clients appreciate the ability to book meetings outside traditional hours due to remote options

Statistic 14

54% of firms have seen an increase in client retention due to hybrid work models

Statistic 15

63% of clients prefer remote meetings over traditional in-office meetings

Statistic 16

66% of clients are satisfied with their digital communication experiences since remote work became prevalent

Statistic 17

55% of wealth advisors believe remote work has improved client engagement

Statistic 18

45% of wealth management firms increased their cybersecurity investments due to remote working challenges

Statistic 19

Remote onboarding has increased new advisor onboarding efficiency by 25% in the wealth management industry

Statistic 20

77% of wealth advisors found that remote work reduces operational costs

Statistic 21

60% of wealth management firms report difficulty maintaining firm culture with remote working arrangements

Statistic 22

67% of advisors believe remote working allows for more flexible client service hours

Statistic 23

84% of wealth management firms increased investments in cybersecurity, citing remote work as a primary driver

Statistic 24

73% of wealth management firms believe hybrid work improves employee satisfaction

Statistic 25

66% of advisors say remote work improves their ability to serve clients across multiple geographies

Statistic 26

77% of wealth advisors report feeling more connected to clients through hybrid working arrangements

Statistic 27

65% of wealth management firms have experienced cost savings from remote working

Statistic 28

61% of wealth managers believe remote work has enhanced their analytical capabilities through digital tools

Statistic 29

68% of wealth firms report that remote work has led to innovative service delivery methods

Statistic 30

67% of wealth managers feel remote work has increased their adaptability to market changes

Statistic 31

65% of wealth managers report increased productivity when working remotely

Statistic 32

70% of wealth management firms have adopted hybrid work models as of 2023

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72% of wealth managers see remote work as an opportunity to access a wider talent pool

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80% of millennials in wealth management prefer hybrid work arrangements

Statistic 35

54% of wealth management firms plan to reduce office space significantly in the next two years

Statistic 36

62% of wealth firms increased their investment in remote collaboration tools in 2023

Statistic 37

70% of wealth management advisors believe remote work benefits their work-life balance

Statistic 38

52% of wealth managers see remote work as a factor leading to faster decision-making processes

Statistic 39

63% of clients prefer digital meetings due to time flexibility

Statistic 40

55% of wealth management firms plan to increase remote working staff over the next year

Statistic 41

70% of firms report challenges in maintaining firm culture remotely

Statistic 42

75% of advisors report increased flexibility in schedule and workflow with remote work

Statistic 43

80% of surveyed wealth managers believe remote work improves access to a broader client base

Statistic 44

59% of advisors believe remote work has improved their digital skillsets

Statistic 45

74% of firms report that remote work has led to greater collaboration across departments

Statistic 46

81% of wealth advisers see remote work as essential for attracting younger talent

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Key Highlights

78% of wealth management clients prefer hybrid meetings over in-person only interactions
65% of wealth managers report increased productivity when working remotely
82% of clients value digital communication channels for their financial advisory services
70% of wealth management firms have adopted hybrid work models as of 2023
55% of wealth advisors believe remote work has improved client engagement
60% of clients are more satisfied with their service experience when hybrid work options are available
45% of wealth management firms increased their cybersecurity investments due to remote working challenges
72% of wealth managers see remote work as an opportunity to access a wider talent pool
80% of millennials in wealth management prefer hybrid work arrangements
Remote onboarding has increased new advisor onboarding efficiency by 25% in the wealth management industry
68% of clients prefer video calls over in-person meetings with their wealth managers
54% of wealth management firms plan to reduce office space significantly in the next two years
77% of wealth advisors found that remote work reduces operational costs

As remote and hybrid work reshapes the wealth management industry, staggering statistics reveal that 78% of clients prefer digital meetings, 82% value digital communication channels, and 70% of advisors find remote work boosts productivity and client engagement, signaling a transformative shift toward flexible, tech-driven financial services.

Adoption of Technology and Digital Solutions

54% of firms have adopted cloud solutions to support remote and hybrid work environments
69% of wealth management firms have seen increased demand for digital onboarding processes

Adoption of Technology and Digital Solutions Interpretation

With over half of wealth management firms embracing cloud solutions and nearly 70% experiencing heightened demand for digital onboarding, it's clear that the industry is not just adapting to remote and hybrid work models—it's sprinting towards a future where digital competence is synonymous with client trust and operational resilience.

Client Preferences and Satisfaction

78% of wealth management clients prefer hybrid meetings over in-person only interactions
82% of clients value digital communication channels for their financial advisory services
60% of clients are more satisfied with their service experience when hybrid work options are available
68% of clients prefer video calls over in-person meetings with their wealth managers
65% of clients cite digital accessibility as a key factor in choosing a wealth manager
59% of clients report greater access to their advisors since the shift to hybrid models
78% of new wealth management clients are satisfied with digital-only onboarding
69% of clients want more digital self-service options in their wealth management experience
84% of clients are satisfied with digital communication channels used with their wealth managers
68% of clients want their wealth managers to offer remote consultation options
80% of clients appreciate the ability to book meetings outside traditional hours due to remote options
54% of firms have seen an increase in client retention due to hybrid work models
63% of clients prefer remote meetings over traditional in-office meetings
66% of clients are satisfied with their digital communication experiences since remote work became prevalent

Client Preferences and Satisfaction Interpretation

In an era where digital convenience reigns supreme, the wealth management industry is witnessing a paradigm shift as over 80% of clients favor hybrid or fully digital interactions—proving that in finance, as in life, smart adaptability keeps the clients satisfied and the firms ahead.

Impact on Wealth Management Firms and Advisors

55% of wealth advisors believe remote work has improved client engagement
45% of wealth management firms increased their cybersecurity investments due to remote working challenges
Remote onboarding has increased new advisor onboarding efficiency by 25% in the wealth management industry
77% of wealth advisors found that remote work reduces operational costs
60% of wealth management firms report difficulty maintaining firm culture with remote working arrangements
67% of advisors believe remote working allows for more flexible client service hours
84% of wealth management firms increased investments in cybersecurity, citing remote work as a primary driver
73% of wealth management firms believe hybrid work improves employee satisfaction
66% of advisors say remote work improves their ability to serve clients across multiple geographies
77% of wealth advisors report feeling more connected to clients through hybrid working arrangements
65% of wealth management firms have experienced cost savings from remote working
61% of wealth managers believe remote work has enhanced their analytical capabilities through digital tools
68% of wealth firms report that remote work has led to innovative service delivery methods
67% of wealth managers feel remote work has increased their adaptability to market changes

Impact on Wealth Management Firms and Advisors Interpretation

As remote and hybrid work reshape wealth management—boosting client engagement, cutting costs, and spurring innovation—advisors and firms alike are navigating a delicate balance between embracing digital agility and preserving core culture and connection.

Remote Work and Digital Communication

65% of wealth managers report increased productivity when working remotely
70% of wealth management firms have adopted hybrid work models as of 2023
72% of wealth managers see remote work as an opportunity to access a wider talent pool
80% of millennials in wealth management prefer hybrid work arrangements
54% of wealth management firms plan to reduce office space significantly in the next two years
62% of wealth firms increased their investment in remote collaboration tools in 2023
70% of wealth management advisors believe remote work benefits their work-life balance
52% of wealth managers see remote work as a factor leading to faster decision-making processes
63% of clients prefer digital meetings due to time flexibility
55% of wealth management firms plan to increase remote working staff over the next year
70% of firms report challenges in maintaining firm culture remotely
75% of advisors report increased flexibility in schedule and workflow with remote work
80% of surveyed wealth managers believe remote work improves access to a broader client base
59% of advisors believe remote work has improved their digital skillsets
74% of firms report that remote work has led to greater collaboration across departments
81% of wealth advisers see remote work as essential for attracting younger talent

Remote Work and Digital Communication Interpretation

As wealth management evolves into a more flexible frontier, the industry’s embrace of remote and hybrid work—driven by productivity gains, talent access, and millennials' preferences—is reshaping office footprints and client interactions, even as firms grapple with preserving culture and digital finesse amidst a remote revolution.