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EXCLUSIVE: Client Personalisation, Experience Biggest Issues For Wealth Management Tech - Report

Robbie Lawther

6 July 2018

According to the latest to last year’s evaluation.” said MyPrivateBanking’s senior analyst Onawa Lacewell.

“However, we still see wide inconsistencies in wealth managers’ offers across functional areas with some areas, like security, yielding a high score and others, such as advanced communication features and utilities, performing poorly.”