In Wealth Management, ‘Technology Is Important, but Relationships Trump Technology’
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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In Wealth Management, ‘Technology Is Important, but Relationships Trump Technology’
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/
Hosted on Acast. See acast.com/privacy for more information.