How to stay client-centric: 5 insights from Tech & Ops Trends in Wealth Management
It’s the business challenge of our time: prioritising customer centricity to drive financial performance. Putting clients first is a key driver of the digital transformation agenda in all sectors.
Key takeaways from the article
Clients prefer a hybrid relationship and not just millennial clients
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Clients expect seamless interaction from everyone
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Your client base is changing
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Clients are demanding customisation, driving the need for scale
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