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As the coronavirus dominates the global headlines, businesses should take both defensive and strategic actions—focusing on customers, employees, and brand. Read more »

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  • Report Global Private Banking Trends In 2021

    Leading Private Banks Are Embracing Digital To Attract Tomorrow's Customer
    April 20, 2021 | Vijay Raghavan

    Digital transformation is changing how customers interact with their private banks and how financial advisors dispense financial advice. Significant gaps continue to exist in private banking,...

  • Report The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020

    The 13 Providers That Matter Most And How They Stack Up
    March 26, 2020 | Vijay Raghavan

    In our 26-criterion evaluation of digital wealth management providers, we identified the 13 most significant ones — Avaloq, Backbase, CGI, CREALOGIX, EdgeVerve Systems, Finantix, Intellect Design...

  • Report Now Tech: Digital Wealth Management Platforms, Q4 2019

    Forrester's Overview Of 24 Digital Wealth Management Platform Providers
    November 14, 2019 | Vijay Raghavan

    You can use digital wealth management platforms to improve investor experience, increase financial advisor productivity, drive profitability, and bring next-gen capabilities to your financial...

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