Using Technology and Organizational Redesign to Scale High-Quality Service
MikeTropeano shares his thoughts on the use of Technology and Organizational Redesign to Scale High-Quality Service Service remains the primarydifferentiator for wealth managers, yet delivering consistent, high-quality service has become increasingly difficult. Client relationships are more complex, the number of touchpoints has multiplied, and disconnected systems slow response times. Legacy platforms, manual processes, and outdated […]