Pragmatism in Practice   /     Wealth management transformation: Not just a destination

Subtitle
Opportunity awaits the wealth management industry, as global wealth rises and the baby boomer generation begins to transfer assets. Omar says wealth managers must keep up with growing demands for efficiency and personalization. But this large-scale...
Duration
23:48
Publishing date
2024-03-27 12:20
Link
http://sites.libsyn.com/199493/wealth-management-transformation-not-just-a-destination
Contributors
Enclosures
https://traffic.libsyn.com/secure/pragmatisminpractice/PIP_Wealth_Management_v2_mixdown.mp3?dest-id=1418957
audio/mpeg

Shownotes

Opportunity awaits the wealth management industry, as global wealth rises and the baby boomer generation begins to transfer assets. Omar says wealth managers must keep up with growing demands for efficiency and personalization. But this large-scale digital transformation is not a destination - it’s a continuous journey and in this episode we are going to explore this topic in more detail.