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Ep580: Managing risk and resiliency issues as the ‘great wealth transfer’ gets underway
Published 2 years, 11 months ago
Description
Guy Warren, CEO, ITRS
The financial services sector is witnessing a ‘great wealth transfer’ as funds and assets move down the generations to millennials and Gen Z, bringing heightened expectations. The two groups have higher expectations for customer service and are tech-savvy. Banks and financial institutions need to have ‘bullet-proof’ operating systems in place, according to Guy Warren, CEO of performance monitoring solutions provider ITRS. He tells Robin Amlôt of IBS Intelligence that the role of technology in meeting these generations’ expectations when it comes to wealth management will be key.