Digital Wealth Management Platforms Improve CX and Financial Advisor Productivity
Blog: Forrester BPM Center of Excellence
Wealth and investment management firms want to leverage digital technologies to improve customer experience (CX) across touch points, and raise the productivity of their advisors. A digitized financial advisor enables advisors to focus on value-added, rather than administrative, tasks. Those seeking broader digital front ends with complementary capabilities, such as a single view on the […]
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