• Wealth management transformation: Not just a destination

  • Mar 27 2024
  • Length: 24 mins
  • Podcast

Wealth management transformation: Not just a destination

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  • Summary

  • Opportunity awaits the wealth management industry, as global wealth rises and the baby boomer generation begins to transfer assets. Omar says wealth managers must keep up with growing demands for efficiency and personalization. But this large-scale digital transformation is not a destination - it’s a continuous journey and in this episode we are going to explore this topic in more detail.
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