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Thought Leadership

President and CRO Jack Swift on customized wealth management and elevated client experiences

President and CRO Jack Swift on customized wealth management and elevated client experiences

Watch TIFIN President and CRO at Wealth Management Edge’s “Scale and Sophistication: Technology to Deliver Customized Wealth Management, Elevated Client Experiences” panel earlier this year. Jack discusses how some of the most innovative advisors and technology providers are delivering highly customized – but also highly efficient – services to investors.

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