Wealth Online Services
Exceeding Client Expectations — At Reduced Cost.
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188.18 KB - Published on:
2005-06-09 4:15 PM
With margins narrowing, firms that offer wealth advisory services need to find a way to contain or reduce costs while still satisfying the demands of high net worth clients. While many firms have sought to reduce costs through the online channel, the results have been disappointing, with low usage and high costs per user. But a next-generation online solution can help improve customer service and retention, while significantly reducing costs.
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