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Expectations of young wealth executives in terms of relationships in the age of digitalization

85 Pages

French

PDF

Release :

2021-07-12

What young wealth executives expect from their operators in terms of relationships and digital tools.

AUTHOR

Bertrand MINOT

Studies project manager

  • Note the way this segment is treated today and list the factors of satisfaction and dissatisfaction of this clientele.

  • Draw up an image assessment of the various heritage stakeholders.

  • Identify the expectations of this segment in terms of digitalization of the relationship and its degree of autonomy for carrying out simple operations

  • Test their propensity to remunerate advice based on the degree of human intervention in the service.