Text size

WMs must emulate Amazon, Google and Apple in client onboarding: Appway

In designing platform and business strategies, wealth management firms should emulate the Big Tech firms Amazon, Google and Apple, argues Appway, the digital client lifecycle management (CLM) solution provider. In a newly published report, Appway makes the point that wealth managers’ operational model for client onboarding should incorporate a more diverse suite of products and services (just like Amazon’s broad…

To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].