Consulenza guidata e tecnologia al servizio del wealth

from Wealth Done! BCC Iccrea si racconta · host We Wealth

Nel settimo episodio di Wealth Done! raccontiamo come la tecnologia sta trasformando la consulenza finanziaria. Il futuro, oltre a essere più tech e digitalizzato, sarà anche più personalizzato e "guidato". Ma cosa significa? Lo abbiamo chiesto a Daniel Squindo, Responsabile Fondi di Fondi e Consulenza di BCC Risparmio & Previdenza, e Stefano Marchioro, Specialista WMP di Iccrea Banca, che hanno raccontato in che modo l'automazione e le nuove tecnologie siano diventate alleate del consulente in casa BCC. Il merito è - anche - della WMP (Wealth Management Platform), uno strumento pensato per supportare i consulenti nelle loro attività e allo stesso tempo offrire ai clienti un servizio molto più efficiente e mirato.

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This episode is 10 minutes long.

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This episode was published on July 15, 2025.

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