Whitepaper: Enhancing the client-adviser relationship with technology
- December 10, 2020
- 1 min. read
Wealth Dynamix and The Wealth Mosaic partnered to host a virtual roundtable with six leading private banks and wealth managers in Switzerland.
The objective was to understand their views on how technology can enhance the relationships between advisers and clients throughout the client lifecycle.
- challenges faced during client discovery and prospecting, onboarding and ongoing relationship management
- the multiple opportunities they see from the deployment of new technologies and tools
- best practice advice to improve the client-adviser relationship
No matter what the strategy and approach, all wealth managers are agreed that the client-adviser relationship remains the single most important thing.
Download the whitepaper now to learn why our participants believe it can be significantly enhanced at all stages by the intelligent application of technology.
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