Scaling Wealth Management: Striking the Right Balance
Автор: Synpulse
Загружено: 2025-09-11
Просмотров: 20
Описание:
How can firms balance cost-to-serve with personalised experiences across client tiers? In this PBWM Hotseat episode, David Wager explores why fully digital solutions fall short for HNW clients—and how a hybrid approach can elevate service without breaking scalability.
Watch the full PBWM Hotseat episode now.
#WealthManagement #PrivateBanking #Fintech #WealthTech #WealthAdvisory #PBWMHotseat
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