Replay of the webinar held by The Wealth Mosaic, about the role of tech in enabling the adviser-client relationship with the participation of Loïc Paquotte, Director in our Geneva office.
|Replay| Enhancing the adviser-client relationship with technology
- Data, Tech & Cyber Security
- Posted on December 15, 2020
- In this article: #ClientManagement, #Onboarding, #PrivateBanking