James MonaghanFenergo - New York
3 hours ago | 1339 views | 0 | Recommends 0
In my last blog, we explored the 3 core client lifecycle challenges facing wealth managers – regulatory compliance, operational and technological challenges and client experience impacts. Considering these challenges, it’s plain to see that the HNWI client lifecycle management process is crying out to be digitized. But what does digitizing the cl...
TagsRisk & regulation