Elevating the Client Experience
Leveraging Technology to Drive Profitability, Scale, and Growth
A study by InvestmentNews Research in collaboration with SS&C Advent found that financial advisory firms that invest strategically in technology, and make the most use of it, tend to outperform other firms significantly on a number of financial and productivity measures. This document explores how technology is transforming the client experience for investors and how firms are positioning themselves to capitalize on this trend.
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