Strategy
WEALTH TALK: Focus On Digital Engagement, Onboarding
The head of research and CEO at this news service discuss latest news developments from across the world.
Wendy Spires, head of research for this publication, and Stephen Harris, chief executive, discuss this news service’s research into wealth managers’ digital engagement strategies and trends around onboarding.
The discussion is part of a series of videos that this news service regularly releases about issues affecting the world’s wealth management industry. Readers who want to send feedback and suggestions for future topics and interview requests should email tom.burroughes@wealthbriefing.com