Creating Value - Understanding customers is the key for wealth managers

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Presented by

Ashish Khanna - Partner, Financial Services. L.E.K Consulting

About this talk

Reporting from the forefront of advising wealth management leaders and investors, L.E.K.'s Ashish Khanna has crowned the customer as king. Understanding customers and using this knowledge to drive propositions is the fundamental key to creating value. But one size never fits all and tailoring advisory, execution only, and hybrid offerings is the future for wealth managers.
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