Customer expectations within the world of wealth management are constantly evolving.
Today, investors demand personalization, instant service, and a pleasant experience throughout. Institutions and challengers must cater to the modern client in digital landscapes. Traditionally, the role of the wealth manager focuses on sales and managing conducive client relationships, all while maintaining a suitable level of financial literacy and clarity.
How will true personalization be achieved? Digital transformation within financial services will be built on data analytics and artificial intelligence . By utilizing the right AI solutions and by maintaining a focus on harnessing the potential of generative AI, firms stand a better chance of competing against the threat of market saturation.
France Dernières Nouvelles, France Actualités
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