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Description
Digitally savvy delegators are an overlooked, lucrative segment and represent an attractive opportunity for wealth management firms right now. As incumbent firms and fintech startups alike continue to compete to attract and retain customers, firms need to understand who digitally savvy delegators are and design solutions to attract and retain them.
Key takeaways:
• Learn who digitally savvy delegators are.
• Understand how they have behaviors that are similar to both validators and delegators.
• Understand what capabilities wealth management should offer to connect with this segment.
Target audience level: beginner and intermediate
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