GEN X AND BOOMERS EXPECTATIONS FOR DIGITAL WEALTH MANAGEMENT EXPERIENCE

Our Executive Director and Global Head of Operations, Kean Williams shares his thoughts on Generation X and Boomers expectations around positive digital customer experience from their wealth managers.

During his presentation, Kean talks about the expectations vs reality and what wealth managers need to do to meet the expectations of multigenerational clientele.

If you have any questions, email us at info@contemi.com

Here’s a millennial’s perspective on positive digital customer experience in wealth management.