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There is increased demand from the financial services industry to efficiently and effectively engage and communicate with clients. Specifically, wealth managers are using digital solutions to enhance and grow client engagement, create efficient communicate channels, and provide a personalized user experience. There are several factors forcing wealth managers to digitize their client-facing solutions, but the primary force is the investors themselves.
Watch our video hosted by AssetTV featuring T.J. Jetnil, FactSet’s Global Director of Sales of Wealth, Digital, Content & Technology Solutions, where you will learn: