Internet key to wealth success

Professional Adviser
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The majority of senior financial services professionals believe the internet will be key to the succ...

The majority of senior financial services professionals believe the internet will be key to the success of wealth management, according to research to be published by IBM later this month. In a survey of senior management in 50 European financial institutions, three-quarters of respondents said factors critical to the success of wealth management included cross-selling, the internet, mobile devices and branch-based advisers. Of that group 81.7% mentioned the internet, 76% branch-based advisers, 90.1% home or office visits and 83.1% personal telephone contact. Tamsin Brew, wealth m...

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