Financial IT

Finantix, the leading global provider of trusted technology to the wealth management, insurance, and banking industries, today launched the first part of a wealth management market survey, “New Client Acquisition: How can technology drive sales effectiveness in wealth management”. In this first chapter the research looks to identify the drivers for next generation client acquisition in wealth management and what part technologies have to play in attracting and capturing the next generation of clients.

https://financialit.net/news/insurtech/new-survey-shows-key-role-technology-client-acquisition

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