Putting human connection at the center of digitisation

Future wealth management 'rooted in a personalised, connected experience'

clock • 4 min read

How can advisers operate in a hybrid world while scaling their businesses and keeping an eye on the bottom line? Jim London explores the issues

Technology continues to reshape advisers' business models, and it's a must-have for them to meet customers' needs and remain competitive in today's digital landscape. The future of wealth management is rooted in a personalised, connected experience—and human interaction is still a critical component to advice delivery. How can advisers operate in a hybrid world while scaling their businesses and keeping an eye on the bottom line? Patience and persistence It can be difficult to pinpoint where to begin when understanding technology's potential. But it's a fine line between being pati...

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