Case Study

Mobile Wealth Advisor

Mobile Wealth Advisor

Pages 1 Pages

Use Case: Mobile Wealth Advisor The Client Relationship Model: Critical, Costly and Changing Supporting Applications: Benefits of Samsung Mobility Solutions for Wealth Advisory Wealth management revolves around the client relationship. Financial advisors attract assets and retain clients by engaging with their clients – traditionally over the phone or in a branch office. But this relationship model is also the most expensive component of t

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