J.D. Power announced that three wealth management firms, Charles Schwab, Wells Fargo, and Edward Jones, received high customer satisfaction scores on their mobile apps relative to the rest of the brokerage industry. The success seems to come from each firm designing its app to fit the specific needs of its customer base – Charles Schwab’s […]
Posts Tagged ‘wealth management firms’
HNW UBS and Credit Suisse Clients to Start Interacting With More Tech
According to InvestmentNews, internal UBS studies show clients with assets between $2 million and $5 million behave more like clients in the lower segment than like high net worth clients. They use more online services rather than client advisers and don’t make use of sophisticated products and service offerings. Starting early next year, clients in […]
A Roadmap for Building Trust With Wealth Management Clients
Wealth management firms are at the dawn of this journey. You should focus on strategies that respond to Millennial behavior and operational excellence throughout the entire client lifecycle. This focus is essential to creating the trust required to make all the complex technology work. If you want your clients to embrace artificial intelligence, machine learning, […]