The Future of the Wealth Management Industry: The S-curve Shift and the Modernization Opportunity | Blog
Everest Group
MAY 24, 2024
This could be seen in action a couple of years ago when HSBC introduced HSBC Prism Advisory in Asia, blending face-to-face and digital interactions in private banking. This service leverages BlackRock’s Aladdin Wealth technology, combining data analytics with HSBC advisors’ expertise.
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