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Providing Greater Access and Personalization to Investment AdviceProviding Greater Access and Personalization to Investment Advice
Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice. This coincides with an increased demand for personalization.
December 7, 2022
Sponsored by FNZ
In this fastchat video, David Armstrong, editor in chief, WealthManagement.com talks with Tom Chard, chief executive officer, North America, FNZ, on how FNZ provides digital-first, integrated solutions to everyone, enabling efficient and tailored advice, with an end-to-end wealth management technology platform.
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