How satisfied are your most valuable clients?
Whitepaper | Embracing technology to connect with high-net-worth clients
Many advisors who serve HNW clients believe that harnessing technology is the key to growing their practices. Still, fewer than 50 percent of HNW clients are satisfied with their mobile and online financial platforms, presenting a key opportunity for wealth management firms.
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Fewer than 50 percent of HNW clients are satisfied with their mobile and online financial platforms