Wealth management transformation: Not just a destination episode artwork

EPISODE · Mar 27, 2024 · 23 MIN

Wealth management transformation: Not just a destination

from Pragmatism in Practice

Opportunity awaits the wealth management industry, as global wealth rises and the baby boomer generation begins to transfer assets. Omar says wealth managers must keep up with growing demands for efficiency and personalization. But this large-scale digital transformation is not a destination - it's a continuous journey and in this episode we are going to explore this topic in more detail.

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Wealth management transformation: Not just a destination

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This episode is 23 minutes long.

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This episode was published on March 27, 2024.

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Opportunity awaits the wealth management industry, as global wealth rises and the baby boomer generation begins to transfer assets. Omar says wealth managers must keep up with growing demands for efficiency and personalization. But this large-scale...

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