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Category: Customer Experience

IRIS: The Ultimate WealthTech Middleware

02.27.2019 0 Customer Experience, Technologist

Wealth management firms are investing heavily in technology to meet client demands and market opportunities. Many firms operate a complex ecosystem for their various lines...
APImiddleware

Digital Transformation in Wealth Management

02.26.2019 0 Customer Experience, Operations, Technologist

There is no question that the retail wealth management industry is evolving. Population and advisor aging, digitization toward a hybrid investor experience, rise of fee-for-service,...
cloud computingdigitization
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