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Wealth Management – Emergence of Chat Platforms

Integrating chatbots in the wealth advisory strategy – a key imperative today 

With clients increasingly expecting digital wealth management services, firms are focusing on expanding digital capabilities to improve customer service and drive engagement. Instant messaging platforms can serve as a crucial addition to the channel strategy of wealth management firms and help speed up digital transformation while also enabling them to deliver on the omnichannel promise.

Kuldeep Shrimali

Senior Domain Consultant, Capital Markets, Banking and Financial Services, TCS


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