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In the highly competitive world of wealth management, financial services must invest in tech initiatives that will differentiate them, drive revenue growth, and keep their customers and financial advisors satisfied. In this webinar, we reveal the full list of top wealth tech initiatives for 2020 as well as who is doing things well and why these areas are the keys to success in today’s dynamic wealth management marketplace.
Key takeaways:
Target audience level: all levels
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From April through August 2020, we surveyed wealth management industry professionals from more than 80 companies to understand which technology initiatives they are investing in this year. This report gives digital professionals insights into technologies
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