Globally, companies are using digital technology to transform the way they run operations. This transformation is being driven by the increased sophistication of new channels such a mobile and social media. Across financial services, banks, brokerages and insurance companies are leveraging these evolving technologies to enable self-service capabilities so customers can resolve issues or get information without interacting with a representative. This paper looks at self-service in wealth management and examines the impact to deliver a forward-looking cross-channel client experience.
Related Resources
Put your customer first with connected marketing!
Tackle complexity and improve efficiency of the marketing ecosystem
Healthcare at the Crossroads- the Emerging Business Model: A Point of View
Ideas and strategies that were ground-breaking before the pandemic are not suitable to deal...