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Improving the Client/Advisor Experience: Recurring Client Meetings

Quarterly meetings are a great way to spend some quality time interacting with your clients. With BNY Mellon's technological advancements, wealth managers and directors can spend less time rescheduling and shuffling paper around, and more time discussing solutions and highlighting the BNY Mellon team’s unique value proposition.
Recorded Sep 11 2019 3 mins
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Presented by
BNY Mellon Wealth Management
Presentation preview: Improving the Client/Advisor Experience: Recurring Client Meetings
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  • Title: Improving the Client/Advisor Experience: Recurring Client Meetings
  • Live at: Sep 11 2019 5:15 pm
  • Presented by: BNY Mellon Wealth Management
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