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#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard

WealthTech Today

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Are You Seeing a Trend in Call Centers?

We're seeing a lot of interest in standing up what you call non personalized call center advice organizations. And it's a trend that the industry doesn't really kind of talk about or promote that visibly because, you know, we're still in the industry driven by human financial advisor predominantly. But nevertheless, I think it's a huge strategic shift in the industry. Every firm is investing in their call centers.

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