Rich and Co.

“Trust, reputation and brand will likely all play a greater role in client propositions and clients’ perception of value,…”

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Here are some take aways from a recent article on the annual PWC world wealth survey:

  • A “superabundance” of manual processes is the leading challenge of operations and technology infrastructure by a substantial margin.
  • An in-depth understanding of an increasingly diverse and disparate client base is essential to retaining a competitive edge, PwC said. “The industry should become more agile in using data analytics and other resources to pinpoint what clients really value and how much that value is worth to them,” it said.”

Written by Rich and Co.

June 27, 2013 at 4:31 pm

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