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Episode 58: “3 Ways to Engage Investors Through Hyper-Personalized Communications” with Mike Tropeano, Senior Director of Wealth Consulting at Broadridge

Episode 58: “3 Ways to Engage Investors Through Hyper-Personalized Communications” with Mike Tropeano, Senior Director of Wealth Consulting at Broadridge
Update: 2022-03-17
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Drawing upon his experience working with clients in the wealth management industry, Mike Tropeano, Senior Director of Wealth Consulting at Broadridge, explores three crucial themes in the delivery of a hyper-personalized experience: 1) shifting to a client focus, 2) creating timely and relevant content, and 3) leveraging data to provide better outcomes.
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