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Holistic advisory: Added value for banks and customers

Holistic advisory in itself is not a new approach—many banks in the US, Asia or UK have already been using it for some time. While traditional advisory models have prevailed so far on the European continent, the implementation of a holistic advisory approach is slowly gaining in importance.

However, in order to increase the chances of a successful implementation of holistic advisory, banks need to be aware of some imperative aspects.

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