Should investment managers look to tech leaders, like Amazon and Facebook, for inspiration on client experience? Over 20 leaders in investment management share their thoughts on what stands in the way of creating a modern client experience that mirrors other industries.
Get the research report to learn:
- Why existing infrastructure falls short of improving client experience
- How digital client portals can lead to better client engagement and drive client acquisitions and upsell opportunities
- Insights from firms at the forefront of digital portal development