Earlier in 2020, The Wealth Mosaic spoke to a select group of executives from leading wealth management firms and private banks in Switzerland to understand their views on how technology can enhance the relationships between advisors and clients.
These views, insights and comments have been collated into a whitepaper titled ‘Enhancing the adviser-client relationship with technology’.
Watch the webinar to hear a panel of industry experts examine the key discussion points from the white paper including the current state of play today, the challenges firms are facing and the best opportunities for new tools and technologies.
Watch the replay below
24 January 2023
Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm and engaging with the next generation of investors.
3 min. read
10 January 2023
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
1 min. read
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.