Fahad Modak shares an article that explains how to improve client experiences in the asset and wealth management industry. The asset and wealth management industry continues to experience a lot of consolidation with deals such as Morgan Stanley/E*Trade/Eaton Vance, Schwab/TD Ameritrade, and Franklin Templeton/Legg Mason. Scale is becoming an important competitive advantage in this winner-takes-all environment. Leaders in sales and marketing at these firms are pressured from all sides to be more relevant and valuable to their clients. Not only…

Umbrex is pleased to welcome Fahad Modak with The Eating Soup Company. Fahad shares his practice: A forward-thinking innovation executive with +20 years of product and consultative selling experience to help improve profit margins by finding opportunities to increase revenue or reduce costs. I am adept in storytelling with the natural ability to influence CxOs with insights and without authority. I infuse common sense when it is no longer common. I possess Lean Six Sigma Master Blackbelt and certification in…

Modak Fahad shares an article on delivering a differentiated client experience in asset and wealth management. The asset and wealth management industry continues to experience a lot of consolidation with deals such as Morgan Stanley/E*Trade/Eaton Vance, Schwab/TD Ameritrade, and Franklin Templeton/Legg Mason. Scale is becoming an important competitive advantage in this winner-takes-all environment. Leaders in sales and marketing at these firms are pressured from all sides to be more relevant and valuable to their clients. Not only are they competing…