Wealth Management Trends: Competing on Client Experience through Innovation

July 16, 2015
Watch analyst Bill Butterfield, from the Wealth Management practice at the financial services research and advisory firm Aite Group, and Kim Neuwirth, Financial Services product lead at Narrative Science, as they discuss how leading firms are addressing these trends. Learn how Narrative Science Quill is equipping firms and advisors with personal engagement tactics via on-demand access to recommended points of discussion. Quill is also providing advisory firms with narrative summaries of portfolio performance that they are delivering to directly to clients through multiple channels, including mobile, print and platforms.
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