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Urs Bolt

@UrsBolt

𝗚𝘂𝗶𝗱𝗶𝗻𝗴 𝗬𝗼𝘂 𝘁𝗼 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗪𝗲𝗹𝗹𝗯𝗲𝗶𝗻𝗴 | Mentor, Advisor, Lecturer | Wealth Management | WealthTech FinTech | Digital Assets |🇨🇭🇵🇭

calendar_today12-10-2012 07:19:14

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Urs Bolt
@UrsBolt

3 years ago

Touchpoints where firms can boost the wow factor, and hedge against incursion:

1️⃣ Information about firm;
2️⃣ Personalised updates on new svcs;
3️⃣ Educational market information;
4️⃣ Value-added services.

: worldwealthreport.com

Touchpoints where #wealth firms can boost the wow factor, and hedge against #BigTech incursion: 1️⃣ Information about firm; 2️⃣ Personalised updates on new svcs; 3️⃣ Educational market information; 4️⃣ Value-added services. #WWR20: worldwealthreport.com #WealthTech
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