9 New Rules for Wealth Managers

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This Guide outlines new rules for wealth managers to improve acquisition, retention, and lifetime value.

It emphasises the importance of disruptive solutions, smart technology, and automation to stay ahead of competitors.

The guide also provides these 9 New Rules for Wealth Managers:

  1. Great stories connect and create communities
  2. Be transparent for better member experiences
  3. Drive revenue with Account-Based Experiences
  4. Understand behaviour by extracting value from data
  5. Connect systems for informed decision-making
  6. Utilise Generative AI for improved engagement and retention
  7. Upgrade your technology infrastructure to drive business transformation
  8. Don’t buy, subscribe
  9. Don’t wait to be disrupted, disrupt


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