With digital habits changing and a growing awareness of options and access to investment opportunities, customers are demanding more services built around them.
With this in mind, TRW Managing Director Karl Loudon hosted a webinar looking at why wealth businesses should apply a user-centric approach to web tools, and how this can be implemented to create a value-led digital customer proposition.
The webinar also explored the benefits of user-centricity in business processes and outlines what businesses can do to create a balanced roadmap, adding value to both customers and internal stakeholders.
You can view the 20 minute webinar in full below. To learn more about digital success in wealth management, get in touch
Leave a Reply