Using technology to drive better outcomes for clients

Michele Ferrario of StashAway

Nov 30, 2017

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1. What are some of issues that exist in wealth management that means this is an opportunity for you?

2. How are you getting connected to the end client?

3. We love to talk about digital - but what does it mean today?

4. What must you do to be successful in the years ahead?

Video transcript

1. What are some of issues that exist in wealth management that means this is an opportunity for you?

2. How are you getting connected to the end client?

3. We love to talk about digital - but what does it mean today?

4. What must you do to be successful in the years ahead?

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