Technology Solutions Guide an Evolution in Wealth Management
Wealth management firms are focused on increased productivity and experience in 2022 – and they’re relying on technology to get them there.
Browse content
-
1An Evolution in Wealth Management Read more
-
2The more productive employees are, the better they serve customer needs. Read more
-
3They need help understanding how to achieve them in the near term Read more
-
471% of firms already use CRM software. Read more
-
5Most firms that use CRM software would also like to do more with it Read more
-
6Integrating CRM software with technology solutions that offer real-time metrics on productivity. Read more