Custommer Centric Wealth Management

Posted by michael.seback on Oracle Blogs See other posts from Oracle Blogs or by michael.seback
Published on Tue, 27 Apr 2010 06:55:35 -0800 Indexed on 2010/04/27 15:14 UTC
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While the world continues to search their way out of the recent financial turmoil and recession, it has no doubt churned out the inherent faults in the wealth management industry and the larger financial system.

In order to counter these apprehensions, wealth management firms are now actively seeking and evaluating avenues to re-build the lost trust. They are looking at engaging their customers in managing their investments in a more collaborative and transparent manner. At the same time, wealth managers are also seeking to empower themselves with complete and comprehensive customer information in order to provide the best advice and the best solution at the right time. Read your copy of this new global White Paper on Wealth Management.

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