 To create client journeys 2.0, all processes, channels, and interaction points must be designed and implemented to deliver a superior client experience, largely through the use of digital technology.”Daniel Kessler, Partner, BCG Consulting Group |
Advisors' Use of Digital Technology Needs Overhaul: Global Wealth Report
Emily Zulz | ThinkAdvisor, June 2017
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Summary: Global private wealth gained momentum in 2016, but wealth managers face a host of challenges if they hope to fight off competitors, deepen client loyalty, and put both revenue and profit growth on a sustainable positive trajectory, according to a new report by The Boston Consulting Group (BCG).
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