
#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard
WealthTech Today
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Are Accounts Below a Certain Value Moved to a Call Center?
Accounts below a certain value get moved to the call center, maybe accounts between some other range of values can either be in the call center or in the field advisor's book of business. And of course, if they're in the digital solution and it's a common digital solution between the field and the FAA, then the firm and the FAA have got a lot of flexibility on how and when is that client service provided. It could be that a client goes into a call center type support model, but say you go through the guidance analytic I was talking about earlier and all of a sudden the client goes from being a half million dollar client to a million and a half client. Then maybe you
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