Together with the erosion of banking secrecy, regulatory changes have increased the pressure on asset managers’ profit margins.  As a consequence, these institutions have been forced to look for ways to improve their value proposition. In this context, various technological advances directly designed for private wealth management have emerged.  These new tools suggest scenarios in which financial institutions can distinguish themselves using technology.  While one cannot underestimate the importance a relationship manager plays in creating customer satisfaction, their performance is only as good as the tools available to them.
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