Podcast/Webinar from The Wealth Mosaic

Customer-First Strategy is Pivotal to Wealth Management Success

Recorded on the 13th of September

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by The Wealth Mosaic
| 30/09/2022 11:57:22

The past year was one of tremendous wealth accumulation around the world: recovering economies boosted by stock market gains pushed the global high net-worth individual (HNWI) population and wealth up by 7.8% and 8%, respectively. The rise of new customer segments including millennials, women, tech-wealth, LGBTQ+ bring new growth opportunities for wealth management firms.

To capture this growth, wealth management firms will need new and improved ways of delivering personalisation to augment client experience. 

In this webinar, the panel of experts share insights on how wealth management firms can drive digital-first engagement to meet new and higher expectations of customer experience.