Helping Asian Wealth Management Communities interact

Asian Wealth Management Forum 2019 SG - Exclusive Insights - Tuck Meng Yee

Tuck Meng Yee of JRT Partners

May 29, 2019

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1. Connecting customer data to market data – what does this mean?

Video transcript

1. Connecting customer data to market data – what does this mean?

Connecting customer data to market data essentially means how do you contextualize a customer's needs to the right solution from the financial market. It's an easy question to answer, but it's very, very difficult to execute. And frankly, I think people are still learning over time, and they're learning from other industries, for example the B2C retail industry as they are probably the leaders.

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