Wealth firms need to accelerate digital optimization so advisors can provide the integrated, automated and digital experience that clients in all wealth bands have come to expect, writes @dmcour. #wm2044 https://t.co/It6u5KZRhU
Technology will not displace the advisor but instead will empower them to deliver, at scale, the concierge-like services currently available to only the wealthiest of clients, according to @Gartner_inc 's @dmcour. #wm2044 https://t.co/uHPkhjROeY