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Reinventing the client advisor interaction model is the future of wealth management

Insights on Business

MAY 3, 2019

The industry is shifting to a digitally-enabled, holistic advice model , where clients are seeking advice on a variety of topics. Clients or prospects interacting with a firm’s online content and thought-leadership can be converted into push notifications for their advisors. within the context of their financial goals and objectives.

Management 87
Management Data Meeting Branding 87
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Killing Strategy: The Disruption Of Management Consulting

CB Insights

MAY 10, 2018

The company also lacked a cohesive vision that promoted collaboration between digital and the traditional corporate structure.” ” This company had an online presence generating data, but lacked leadership or a vision around how that online presence should work or how that data could truly benefit its core business.

Strategy 78
Strategy Management Analytics Tools 78
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