Mastering Innovation

In Wealth Management, ‘Technology Is Important, but Relationships Trump Technology’


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Jack Markwalter, CEO of CIBC private wealth management in the U.S., explains why customer relationships still reign supreme even as technology is rapidly changing the industry. Read more: https://mackinstitute.wharton.upenn.edu/2018/wealth-management-jack-markwalter/

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Mastering InnovationBy Mack Institute for Innovation Management

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