Skip to Content

Client preferences across the wealth management industry are evolving rapidly. To date, incumbents have been slow to embrace mobile as a contact channel across all parts of the client journey, including onboarding, discovery and servicing. BNP’s myAdvisory tool is a clear example of how mobile-first, chat-based technology can enhance the client experience and help institutions remain relevant in the digital age.


Join in on the conversation with Alexander Carbone when you subscribe to Future of Financial Services.