Improving the Client Experience While Making Wealth Advisors More Efficient
- |
- 07 mins 22 secs
WATCH LATER
In this video, Greg King describes the main challenges facing wealth managers today, and how digital tools can make advisors more efficient and improve the client experience.
Channel
FinTechPeople
Greg KingCompanies
FactSetTopics
Wealth Advisors, Client Experience, Client Relationships, Digitization, FinTech-
00:02:10 -
00:01:29 -
00:01:51 -
00:01:27 -
00:01:37 -
00:03:17 -
00:05:36 -
00:01:38 -
00:01:46 -
00:08:58 -
00:06:42 -
00:02:38
