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What is channel management?

Channel management is finding the right marketing techniques and sales strategies to reach your target customers. Learn how ...
Business Wire

Digital Channels Play Critical Role in Wealth Management Client Satisfaction and Retention in Canada, J.D. Power Finds

TORONTO--(BUSINESS WIRE)--Mobile apps have become the window to the wealth management client experience for clients of every type, creating opportunities and challenges for wealth management firms in ...
jdpower

Wealth Management Apps Become Gateway to Client Satisfaction and Retention, J.D. Power Finds

TROY, Mich.: 21 Nov. 2023 — It’s not just Millennials 1 and Gen Z with do-it-yourself brokerage accounts driving the trend toward increased use of digital wealth management tools; the digital channel ...