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BTO financial planning platform speeds up PB product customisation

“The private banking industry is quite capable of creating customised solutions, but the process remains slow and largely product-driven,” Laurent Bertrand told Asian Private Banker. The CEO and co-founder at BTO (BetterTradeOff) believes that the slow process contributes to the regulatory burden on PBs, including in KYC processes. “Over the last 12 months, we have created a concrete solution and…

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