thewealthnet

Comment: Human touch remains key to wealth management

, 16/02/2021

By Martin Greweldinger, Avaloq

Digital technologies such as cloud-based operating models, artificial intelligence, data analytics and automation will significantly enhance front, middle and back office processes at wealth managers, resulting in a more personalised, smarter and more efficient client experience.

However, these technologies will not remove the need for dedicated client advisers and front-line staff as well as specialists in areas such as regulation and risk management.

In contrast, these technologies will equip and empower them to deliver a far greater, more competitive service propositi...


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