Wednesday, December 26, 2018

Race To Innovate CX In Brokerage And Wealth Management | Forrester

Recently, Forrester published our CX predictions for 2019. Our first prediction was that stagnating CX quality will cause short, destructive price wars. We cited Fidelity’s two new zero-fee investment funds as an example of how this is already starting to play out. We also noted that Vanguard responded to Fidelity by highlighting its many funds […] [from]

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