Digital technology is coming of age in wealth management - streamlining processes, freeing up resources for value-added activities and allowing providers to target new segments.
The traditional wealth management model has been unchanged for years: a personal service underpinned by years of specialist experience. Not anymore. Just as in many other industries, digital technology is starting to play a role in improving customer choice, and helping wealth managers enhance and support their existing business and take advantage of new opportunities to offer new services.
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