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15min chapter
854. Insights: How to create value for High Net Worth Individuals (HNWIs)
Fintech Insider Podcast by 11:FS
The Evolution of High-Net Worth Financial Services
This chapter delves into the evolving preferences of high net worth individuals in interacting with financial service providers, covering factors like digital options, personalized financial planning, and the balance between automation and human advice. The integration of technology into financial planning for HNWIs is discussed, emphasizing the need for a combination of automation and human expertise. The potential for digital alternatives to enhance services for a broader market and the importance of providing support and education to individuals managing inherited wealth are also explored.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode