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In an increasingly digital climate marked by a pandemic and changing client expectations, wealth advisors and family office firms have been undergoing a digital transformation. Whether firms choose to build in-house tech capabilities, partner with third-party tech providers, or adopt a hybrid approach, the benefits of implementing technology as part of their business model are clear. Key takeaways include:
- While financial advisory firms had already begun a digital transformation, COVID-19 accelerated the need to modernize operations.
- With complexity on the rise, having the right technology can enable critical competencies and help wealth management firms and family offices become more effective and competitive.
- The traditional wealth manager role is no longer sufficient; modern wealth managers must play a more holistic, strategic role.
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