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Wealth management clients expect more personalised experience from their firms' mobile apps, websites

By Yahoo! Finance   |   1 month ago
Wealth management clients expect more personalised experience from their firms' mobile apps, websites

According to JD Power's 2024 US Wealth Management Digital Experience Study, most wealth management firms are meeting basic digital needs but fall short in providing tailored guidance and advice, especially for self-directed clients. Clients value personalized guidance and data security in digital platforms.

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