Post COVID-19, a “Remote First – Remote Validate” Mindset is Needed
Real Wire
Wed, 06/17/2020 - 05:01

The COVID-19 pandemic has highlighted the need for financial services companies to have a “Remote First” mind-set. When we look over the past number of weeks, consumers are interacting and doing more and more business online, using a new set of tools – such as Zoom. This could create a significant opportunity for financial services companies to find a better way of engaging. One can easily foresee that Wealth Management companies will use online video meetings for annual assessments.