Reinventing Wealth Management with Technology-Enabled Video Services
Price: FREE
Publication Date: Saturday, May 4, 2013
Document Format: PDF
A recent research report shows that a large percentage of wealthy under-50s wanted more tailored advice and higher-value interactions than they were getting from their financial advisers. Read Reinventing Wealth Management with Technology-Enabled Video Services to understand how financial firms are meeting the challenge by using video and collaboration solutions to add value and increase efficiency in their interactions with investors.
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