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

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.