5 Areas where technology may add value to the Wealth Management business
Transcript of 5 Areas where technology may add value to the Wealth Management business
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5 AREAS WHERE TECHNOLOGY MAY ADD VALUE TO
WEALTH MANAGEMENT BUSINESS
Anna Sacha, Comarch AG
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5 AREAS WHERE TECHNOLOGY MAY ADD VAUE
TO WEALTH MANAGEMENT
BUSINESS
1. EFFICIENCY
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5 AREAS WHERE TECHNOLOGY MAY
ADD VAUE TO WEALTH
MANAGEMENT BUSINESS
1. EFFICIENCY
2. COMMUNICATION
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5 AREAS WHERE TECHNOLOGY MAY
ADD VAUE TO WEALTH
MANAGEMENT BUSINESS
1. EFFICIENCY
2. COMMUNICATION
3. CLIENT LOYALTY &
PROACTIVITY
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5 AREAS WHERE TECHNOLOGY MAY
ADD VAUE TO WEALTH
MANAGEMENT BUSINESS
1. EFFICIENCY
2. COMMUNICATION
3. CLIENT LOYALTY &
PROACTIVITY
4. DIGITALIZATION
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5 AREAS WHERE TECHNOLOGY MAY
ADD VAUE TO WEALTH
MANAGEMENT BUSINESS
1. EFFICIENCY
2. COMMUNICATION
3. CLIENT LOYALTY &
PROACTIVITY
4. DIGITALIZATION
5. ECOSYSTEM
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5 AREAS WHERE TECHNOLOGY MAY
ADD VAUE TO WEALTH
MANAGEMENT BUSINESS
1. EFFICIENCY
2. COMMUNICATION
3. CLIENT LOYALTY &
PROACTIVITY
4. DIGITALIZATION
5. ECOSYSTEM
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