WHITEPAPER

How satisfied are your most valuable clients?

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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.

Click here to view our infographic and learn what you need to know about high-net-worth investors.

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Fewer than 50 percent of HNW clients are satisfied with their mobile and online financial platforms