Jul 27, 2023

Crain Currency Interview with Kara Pass

“Exceptional client experiences combine a level of high-tech and high-touch.”

Crain Currency recently spoke with Kara Pass, President & CEO, on her personal journey into wealth management and how a strong belief in creating a high-tech and high-touch environment like Market Street’s continues to attract innovative people committed to providing an exceptional client experience.

"I love history and innovation, and Market Street, as an organization, is the epitome of these things, enjoying an over 100-plus-year legacy steeped in innovation. In its most basic sense, innovation saves us time, saves usor makes usmoney and makes things easier. Those are very appealing things to our clients.

At the core of an exceptional client experience is delivering services in a way that is delightful and leaves our clients feeling deeply cared for. I believe that exceptional client experiences combine a level of high-tech and high-touch. Technology is such a critical tool in helping us achieve clients’ and families’ goals, allowing us to bring those goals to light, to help people have an eyes-wide-open view of their financial pictures and to ensure not a single piece of their financial picture is missed."

Read full interview on Crain Currency

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