Self-Service in Wealth Management: Remaining Competitive

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Globally, companies are using digital technology to transform the way they run operations. This transformation is being driven by the increased sophistication of new channels such a mobile and social media. Across financial services, banks, brokerages and insurance companies are leveraging these evolving technologies to enable self-service capabilities so customers can resolve issues or get information without interacting with a representative. This paper looks at self-service in wealth management and examines the impact to deliver a forward-looking cross-channel client experience.