Wealth managers are entering 2023 with a sharp focus on how they can leverage technology to better serve their existing customers, find new prospects and build and strengthen relationships - while also making their firms as efficient and effective as possible.
Firms of all sizes recognize that they need new tools to provide effective, efficient services in the years ahead.
While how firms approach technology and tech investment is a key determinant of their success in addressing their business goals, the level of investment on its own does not guarantee successful technology solutions.
To create value, wealth managers must maximize their technology spend. The latest WealthManagement.com WealthStack Study reveals how advisors, c-suite executives and others across the industry are entering 2023 focused-on-client needs and the technology that will help serve them.
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