During this fun and very informative conversation, Envestnet co-CIO and Group President Dana D'Auria shares some fantastic insights into how offering personalized investments at scale can enhance the client experience.
Dana discusses what the driving forces are behind this shift to personalized investments and what do personalized investments look like. She also shares some great knowledge about how to offer personalized investments at scale and how her team at Envestnet is addressing this trend.
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