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Strategy & PositioningWhy is omnichannel harder in insurance and wealth?
Insurance involves underwriting, intermediated distribution, claims, and regulatory disclosure. Wealth combines advice, suitability, execution and…
Insurance involves underwriting, intermediated distribution, claims, and regulatory disclosure. Wealth combines advice, suitability, execution and reporting. Alignment across broker/advisor systems creates complexity.
Channel constraints by sector:
| Sector | Dominant Traditional Channel |
|---|---|
| Insurance | Broker/Agent |
| Wealth | Advisor |
| Banking | Branch/Call Center |
| Fintech | Direct Digital |
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