Profile
Location
London
Member since
2020
Reads
Writes about

Lucy's blog archive

2021 (1)
Lucy Heavens

Lucy Heavens

Marketing Director at Wealth Dynamix
Message Message me Posts: 1 Comments: 0

Blogs

Capital Markets Technology

Hyper-Personalise Communications to Nurture Deeper, More Satisfying Client Relationships

23 Mar 2021

Wealth managers must master hyper-personalisation in order to retain revenues during the great wealth transfer. For wealth managers striving to achieve competitive advantage, the depth of client relationships heavily influences service quality, loyalty, share of wallet and – ultimately – profitability. Increasingly, wealth managers are reassessing...