Clients now expect RMs to be deep subject matter experts with extensive knowledge of asset classes and market trends, capable of providing tailored recommendations. The quality of RM skill and conversation is today more important than ever before.
RMs gain basic market knowledge during onboarding, supported by in-house research teams. However, this model lacks when engaging well-informed clients, often needing the help of investment experts and reducing RM's involvement.
RMs and IAs face multiple challenges, including difficulty in discovering relevant information across different platforms with different ID/Passwords. and relying on Excel for analysis, resulting in inefficiencies and decreased productivity.
We are helping our clients save approximately 25% in wealth management costs and boost relationship manager productivity by 50%.
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