TITLE

Personalized Wealth Services Needs a Jolt

AUTHOR(S)
Skea, Martin
PUB. DATE
December 2004
SOURCE
Bank Technology News;Dec2004, Vol. 17 Issue 12, p46
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article focuses on financial services industry, banks and other institutions that have built powerful consumer campaigns on the promise of personalized service. As regulatory changes have enabled the consolidation of banking, trading, insurance and other financial services under one corporate banner, today's institutions struggle to synthesize their breadth of businesses and deliver a uniform, personalized service experience. The complex products and services offered under wealth management currently rely heavily on manual processes that limit timely responsiveness and increase costs.
ACCESSION #
15491584

 

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