What do Wealth managers need to succeed in digital channels?

On the back of the new pension freedoms and the continual changes to taxation and allowances, customers still need access to basic information and advice to help them manage their wealth.

A growing number of Wealth Managers are looking to provide these services via digital channels and chatbot analytics, and this trend is likely to accelerate following the publication of the FAMR Report earlier this year.

For Wealth Managers to offer such advice online they need to have the confidence that they can do so whilst still meeting all their regulatory obligations, as well as be in the knowledge that they are able to help their customers when they need additional support.

Download our latest whitepaper to find out how Wealth Managers can use real time data to solve customer queries. 

What do Wealth managers need to succeed in digital channels?

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