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4. Customer Journey
As part of their «client-centricity» (see point 3), banks are embarking on a trip with their clients. There’s no need to grab your coat; this trip is meant to plumb the depths of your mind instead. What are your hopes, dreams, and fears – and how much money will you need for those?
Get ready to hit the couch and get analyzed by your wealth manager. Also known as «wealth journey».
