digital private wealth management
digital private wealth management, Conversational banking, instant messaging, client management, customer experience, messaging app, relationship manager
Messenger apps and conversational AI will develop a significant impact on the client experience of banking. Financial institutions are busy establishing robo-chatbots for service requests or use AI-supported human conversation to support their relationship managers (RMs).
digital private wealth, digital private wealth management, robo advisors
Digital wealth management software can increase the financial services industry’s cost efficiency and enable them to reach a wider audience with custom services.