Roundtable 3C: Digital Innovation in HNW Broking: Efficiency Without Losing the Personal Touch
Roundtable
2025-11-20 | 02:30 PM - 03:15 PM
Information
As digital transformation accelerates across the market, brokers must balance automation with the bespoke expectations of high-net-worth clients. This roundtable explores how digital tools can streamline service, improve efficiency, and enhance the client experience, without losing the human nuance that defines private client broking.
