Summary: It’s not just Millennials who’ve come to expect certain services delivered online and in real time. Today’s high-net-worth (HNW) clients of all ages have technology expectations that, if left unmet, could lead to lower client retention and lost new business.
 Potential new clients will judge a firm by its use of technology. And existing clients will increasing base part of their customer experience on how they are served beyond traditional means"​Mindy Rodenthal, .President, Institute for Private Investors |
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