What All Asset Managers Need to Know About the New Customer Experience Landscape
Changes in the wealth management industry are redefining customer expectations and putting pressure on Asset Managers to radically rethink their approach to the entire client journey. But many organizations are struggling to transform their digital customer experiences.
See what Equisoft/analyze for wholesalers can do for you
Equisoft/analyze for wholesalers is designed to help fund companies and their wholesaling teams increase sales performance in a variety of ways, most notably by standardizing and automating the positioning of investment products throughout the sales force.
Pandemic Disruption & Beyond: A New Vision For The Fund Wholesaler Role
Over the past few years we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market uncertainty and pandemic pressures are accelerating the need for all wholesalers to redefine their role.