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Building a Client-centric and Advisor-centric Platform

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Building a Client-centric and Advisor-centric Platform
 

The wealth management industry is undergoing profound change: new regulations, a shifting competitive landscape, and a rapidly evolving customer. No one knows this better than financial advisors themselves: ninety percent of advisors said that their customers are more knowledgeable about investing (both about the product options available to them and the investing process itself) than they were five years ago.

Download “Building a Client-centric and Advisor-centric Platform” authored by Kendra Thompson, North America Managing Director, Accenture Wealth Management Lead and Rohit Mahna, VP and GM of Financial Services, Salesforce to capitalize on these changes and provide your customers with a high-touch, personalized service.

 

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The wealth management industry is undergoing profound change: new regulations, a shifting competitive landscape, and a rapidly evolving customer. No one knows this better than financial advisors themselves: ninety percent of advisors said that their customers are more knowledgeable about investing (both about the product options available to them and the investing process itself) than they were five years ago.

Download “Building a Client-centric and Advisor-centric Platform” authored by Kendra Thompson, North America Managing Director, Accenture Wealth Management Lead and Rohit Mahna, VP and GM of Financial Services, Salesforce to capitalize on these changes and provide your customers with a high-touch, personalized service.

 
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