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Podcast

Client experience: is a digital strategy what wealth managers need?

This season analyses the relationship between wealth managers and their clients, taking into consideration the new needs and demands, sped up by the latest changes. Is possible to develop a digital strategy on a tight budget? How can independent wealth managers adapt in a digital world? Which can be the correct path to follow to deliver the right client experience? Listen to us while we will try to answer these and many other questions. Enjoy your coffee and a good short podcast.

The importance of Client Experience
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The importance of Client Experience

The importance of Client Experience

Katie Royals speaks to Tariq Khan, Director of Business Development at Objectway, about how firms…
25 January 2023
Are you managing wealth or client experience? Pt.2
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Are you managing wealth or client experience? Pt.2

Are you managing wealth or client experience? Pt.2

Vladimir Dimitroff, Chairman at Senior Executives Forum, Objectway - Customer Experience is at least as…
1 July 2021
Are you managing wealth or client experience? Pt.1
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Are you managing wealth or client experience? Pt.1

Are you managing wealth or client experience? Pt.1

Vladimir Dimitroff, Chairman at Senior Executives Forum, Objectway - Customer Experience is at least as…
24 June 2021
Treat different people differently
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Treat different people differently

Treat different people differently

Alexander Cassar, CBOO, Objectway - High Net-worth Individuals expect privileges and exceptional treatment, and wealth…
16 June 2021