Innovate to Succeed: The Client Call to Action for Wealth Management

December 11, 2019

For at least five years, the wealth management industry has been gripped by one existential question about its future: to what extent should technology play a role in its relationship-driven business model? Across all industries, new channels and technologies are changing the service demands of the modern customer. These trends are by no means exclusive to wealth management, but they are being felt acutely by the firms that operate here. A sector that has thrived for decades on life-long client loyalty is now caught up in a perfect storm of margin compression and escalating digital expectations.

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eCapital LLC

A steady cash flow can change the course of a business and define its future. That's why we’ve made it our sole purpose to empower businesses to thrive. Living and breathing that brand promise, we are a team of people who are passionate about small businesses.

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Spotlight

eCapital LLC

A steady cash flow can change the course of a business and define its future. That's why we’ve made it our sole purpose to empower businesses to thrive. Living and breathing that brand promise, we are a team of people who are passionate about small businesses.

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