by Masataka Higashiyama
An NRI survey of fund-wrap account holders revealed the importance of the initial consultation with customers interested in opening a fund-wrap account and follow-up service after the account has been opened. It is crucial for fund-wrap account providers to improve not only investment performance but their overall services' added-value.
*Organization names and job titles are current as of the publishing dates
Financial IT Retail Business Planning Department
Capital Markets & IT -lakyara
Capital Markets & IT -lakyara Special Edition
Notes on Financial Markets