Sing It With Me: What’s the Mask Mandate Got To Do With Wealth Management?
Perficient
FEBRUARY 15, 2022
59% of millennial investors were most likely to use video chat with their advisor. What infrastructure do you need for data / event / omni-channel management to support client/investor insight? 79% of investors said that the frequency of communication with their advisors increased during the pandemic.
Let's personalize your content