Wealth and Asset Management
Objectway : The road ahead for wealth management: technological innovation and AI adoption as strategic imperatives
Tariq Khan, Objectway Director of Sales & Account Management, speaks to Stephen Wall, The Wealth Mosaic CEO & Founder, and uncovers top business objectives for UK wealth managers in next three to five years. Tariq highlights five main areas of improvement: Retaining Existing Clients Expanding Client Base Improving Front-Office Productivity…
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