Digitally-enabled client engagement - Video -

The Banker's Fresh Perspectives, in association with Finantix, looks at barriers to the success of digital initiatives to improve customer engagement in wealth management, as identified in the most recent Finantix Market Survey, and how artificial intelligence and deep sector knowledge can help banks and wealth managers improve relationship management.

It is time that the 'old' model of customer engagement is thrown out and a new model, based on personal, relevant, timely and actionable information, is rolled out to help improve how engagement works.

In conversation with:

Alessandro Tonchia, CEO of Finantix

   

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