EP631: What are the key challenges facing wealth managers and their clients?

Vikas Srivastava, Chief Revenue Officer, Integral Development Corp. For many wealth management firms, the customer base is changing and that is forcing a change in business models. With the sector at last embracing technology, the focus is on the cloud and software-as-a-service solutions. Wealth managers and their clients face challenging times thanks to market volatility and inflation, but these aren’t the only risks to the business – it is past time that all wealth managers need to have a t...