Posts tagged wealth management
Michael Foy of J.D. Power Explores How the Wealth Management Sector Can Integrate Human and Technological Touch Points to Maximize Customer Experience

Digital transformation is changing the way that people buy, get information and invest. Though wealth management is a relative latecomer to digital transformation, today's wealth management companies and their customers are now relying increasingly on digital processes to purchase wealth management services -- as well as for some basic investment advice, says Michael Foy, Senior Director, Wealth Management Practice J.D. Power, in a new interview for journalists.

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Craig Martin of J.D. Power Discusses How Customer-Centric Digital Transformation is Key to the Future of Wealth Management

As new technologies and communication channels create more options for consumers seeking to optimize the management of their financial lives, the wealth management sector must put the customer experience at the center of how, when and where to apply new services based on innovative capabilities, says Craig Martin, Managing Director, Wealth & Lending in the Services Industries Division at J.D. Power.

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