Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform

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2 January 2020
William Trout
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Abstract

Tighter budgets mean wealth managers must overcome the limitations of legacy technology without reinventing the wheel. A strategic approach will combine short-term wins around the client and advisor experience with longer-term fixes built around integration, data, cloud, RPA and other emerging technologies.

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Insight Format
Reports
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America