Today, we announce the findings of our ‘Transformation of #WealthManagement – 5 Trends for 2020 and Beyond’ report in collaboration with @AiteGroup. Read the announcement: https://refini.tv/3aXf2R1 . #DigiWealthpic.twitter.com/yMzoQULBpB
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A few key takeaways in the new #Refinitiv report on #DigiWealth:
100% of wealth management firms consider wealth transfer one of their top 3 concerns
86% consider servicing clients as a highly important digital capability to acquire
See the rest:https://refini.tv/3aXf2R1
Access the full #WealthManagement report now to discover why high-touch engagement and a truly personalized client experience are more in demand than ever and key for future success. Be first to download now: https://www.refinitiv.com/en/resources/special-report/wealth-management-trends … #TrustedData
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