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Wealth management firms are under increasing pressure to provide personalized, seamless experiences as client expectations rise. This 30-page e-book investigates trends in the industry, including the growth of the mass affluent segment, the shift to responsible investing, and the necessity to balance costs with personalization.

Inside, you’ll learn about trends, challenges, and best practices for elevating the wealth management experience. It also covers a digital-first approach for seamless, personalized services.

Read on to discover how you can upgrade your services and enhance the customer experience.

Vendor:

Thoughtworks Inc

Posted:

Jun 1, 2024

Published:

Jun 1, 2024

Format:

HTML

Type:

eBook