Fintech Insider Podcast by 11:FS cover image

958. Insights: The rise of digital wealth management – a conversation with Monument CEO Ian Rand

Fintech Insider Podcast by 11:FS

00:00

The Power of Client-Centric Digital Wealth Management

This chapter explores how a digital wealth management firm enhances client engagement through innovative feedback mechanisms. By leveraging direct communication tools and adapting services based on client input, the firm effectively caters to the unique needs of the mass affluent segment.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app