Less than one-fifth of C-level executives across 50 private banks and wealth management firms said they have integrated digital interaction models to support relationship managers, according to a report published by management consultancy firm, Orbium. According to the survey, 76% of respondents predict a rise in digital client interactions with RMs by 2020, and 94% plan to offer game-changing digital…
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Only 18% of WMs have digital interaction models to support RMs: Orbium
15 June 2018

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