A bank collects clients’ oral histories

Wells Fargo Abbot Downing is embracing a basic principle of good business: When you find a winning strategy, run with it.  That's one way to explain the bank's decision earlier this year to create family histories for all of the very wealthy clients served by its Abbot Downing division.  For full story click here.

Leave a Reply

Your email address will not be published. Required fields are marked *