Sponsored by Black Diamond
Through the renaissance of the advisor technology industry, wealth management firms have made tremendous strides in driving operational efficiencies while helping advisors deploy a winning client experience, however there is still work to be done. Where to start is key.
An intentional digital transformation initiative begins with a solid strategy and immediately addresses the problem one is trying to solve. The whitepaper, Digital Transformation and What it Means for RIAs, provides a roadmap for digital transformation by identifying five key areas that firms can focus on to stay relevant and competitive in today’s market