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Meet The Most Interesting Investor Segment: The Digitally Savvy Delegator

Blog: Forrester BPM Center of Excellence

Digitally savvy delegators are an overlooked segment and represent an attractive opportunity for wealth management firms right now. As incumbents and fintechs alike continue to compete for customers, firms need to understand who digitally savvy delegators are and design the right solutions to attract and retain them. I recently published a report about this customer […]

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