KEY TAKE-AWAYS:
Only 25% of wealth management firms offer digital channels.
80% of clients believe some kind of a hybrid advisory would be optimal.
48% mobile app users made purchases after receiving a push notification.
50% of global workforce will be made up of millennials by 2020.
If you would like to learn more download the first part of our two-volume White Paper on Building your future wealth management solution – Setting up a client-centric investment ecosystem!
What is a cookie?
A cookie is a small file of letters and numbers which we store in your browser or the hard drive of your computer (with your agreement). Cookies contain information which is transferred to your computer’s hard drive.
Why we use cookies?
Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a superb user experience when you browse our website and allows us to improve our internet presence
Choose whether to allow cookies or related technologies - webmasters, pixel tags, and Flash objects (cookies) - for the website as follows. Read our Privacy Policy below to learn more about how this website uses cookies and related technologies.
Before sending your approval, please set your preference in the below categories.
