Wealth management transformation: Not just a destination - podcast episode cover

Wealth management transformation: Not just a destination

Mar 27, 202424 min
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Episode description

Opportunity awaits the wealth management industry, as global wealth rises and the baby boomer generation begins to transfer assets. Omar says wealth managers must keep up with growing demands for efficiency and personalization. But this large-scale digital transformation is not a destination - it’s a continuous journey and in this episode we are going to explore this topic in more detail.

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Wealth management transformation: Not just a destination | Pragmatism in Practice podcast - Listen or read transcript on Metacast