Welcome to the first part of our two-part video interview with Ian Cromie from UK-based wealth management consulting firm, Opus Una.
In this first video, focused on how digital your wealth management business is, Ian responds to our questions on:
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What wealth managers can learn about digital experience from other industries
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From his perspective, what are the key considerations to take into account when embarking on ‘digital change’?
Thank you again to Ian for his time and insights and to his colleagues for their support in organising.
More insights to follow soon.....
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