Use the Online Channel to Manage Complex Needs of Affluent Customers
Affluent clients are finding more and more reasons to be in touch with their financial advisors.
Download as PDFDeveloping a robust, scalable way to enable advisors and their institutions to truly develop collaborative relationships with affluent clients involves significant leverage of the online channel. Capgemini helps firms to develop an approach to wealth management online that does not replace advisors, but rather extends the advisor experience to the Internet.
