#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard
WealthTech Today
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Digital Wealth
The term is used extensively in the mortgage industry, particularly overseas. A lot of firms are seeing it as an accelerator of growth and for client service. For big institutions, increasingly they're trying to figure out how do they increasingly service more and more of their customers directly rather than with a human financial advisor.
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