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Executive Roundtable Journal

Leveraging the client experience

Karl Heckenberg, President and CEO of Fiduciary Network as well as Emigrant Partners, says firms need to do a better job leveraging data to understand client insights in an age where Amazon-like experiences may be driving consumer expectations.
 

 

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Recorded April 12, 2019 at Informa's Manhattan offices by Stephen Speliotis of Speliotis Video. Directed by Marie Swift of Impact Communications.

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