Wealth managers · Fintech

‘Client experience important competitive battleground’

Wealth management. Photo via Unsplash CC-BY-2.0.

Client experience is becoming a more important competitive battleground in asset management, particularly for wealth managers who face pressure to meet the needs of younger, digital native investors. Nearly 40% of asset managers in the survey said that the client experience was a key point of differentiation versus their competitors, up from just 7% a year earlier, according to a study released this week.

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