Financial services
April 18, 2022
Banks and wealth management firms need to be more customer-focused. Image credit: Clarfeld
By Sarah Ramirez
The financial services sector will have to move in a more customer-focused direction as consumer expectations have evolved.
{"ct":"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","iv":"6d23c38fdfebd60f49a60f53b9c41565","s":"ab12fcb155340df5"}
Share your thoughts. Click here