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Description
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:
- Uncover the results of Forrester’s 2020 top wealth tech survey.
- Understand what’s hot versus hype in 20 areas of wealth tech initiatives.
- Use insights from over 80 wealth management industry professionals to identify the top priorities for your company’s digital success.
Target audience level: all levels
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