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Jun 30, 2020

This spotlight report discusses how wealth managers can prepare for the fundamental change in the work and communication culture we will be experiencing in the long-term by investing in mobile communication and collaboration tools.

Client communication is at the heart of the advisor-client relationship. In the current climate, remote communication is the status quo for client interaction. The added workload through fragmentation of communication, information, and applications is likely a risk factor for both company growth and client satisfaction. How can wealth managers navigate these risks and prepare for the fundamental change in the work and communication culture we will be experiencing in the long-term? One strategy for success: investing in mobile communication and collaboration tools.

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