A traditional wealth management firm recognized that client expectations were changing rapidly, with increasing demand for digital interfaces, instant transactions, and personalized service. Leadership was concerned that legacy systems and processes would undermine client retention and limit business growth. Our team began with a comprehensive capability assessment and, together with senior stakeholders, mapped a digital transformation blueprint. This included the design of a digital advisory platform integrating robo-advisory, customer relationship management, and automated compliance monitoring. During implementation, Canali Partners supported vendor selection, change management, and advisor upskilling. The transformation yielded a 40 percent improvement in transaction speed and a 25 percent increase in client satisfaction scores within twelve months.