Wealth Insider Insights: Designing experiences for the digital-first client with Michael Boardman
Michael Boardman - Wealth & Asset Management Consulting Practice, BCG
Michael Boardman is a seasoned Financial Services Executive with extensive experience across the Wealth Management and Asset Management sectors. His career spans a wide range of leadership roles—including client advisor, product manager, COO, corporate strategy officer, and senior executive—giving him a comprehensive understanding of the industry. Michael has worked across all client segments, from retail and affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, and within diverse business models including banks, trust companies, broker-dealers, and registered investment advisors (RIAs). He is recognized for his ability to foster cross-functional collaboration, build high-performing teams rooted in trust, manage risk effectively, and drive sustainable, profitable growth.
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- Technology is transforming the advisor-client relationship, with AI and data reshaping how firms deliver value.
- Client experience is becoming more intelligent and intuitive, as firms move toward hyper-personalised, data-driven engagement.
- Digital assistants and smart automation will redefine service models, enabling faster, more scalable, and more human-centred advice.
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