Ep541: The challenges of digital transformation in wealth management

Dhaval Patel, AVP Product, EbixCash Financial Technologies Protecting and growing client wealth and making smart investment decisions on behalf of the client is what wealth management is all about, but the traditional model of the wealth management business is undergoing profound change as a result of digitalisation. Where do new platform solutions leave the old-school relationship managers (RMs) – what are their roles now, how will the back-office change and what is the impact on the busines...