Digital Transformation and What it Means for RIAsDigital Transformation and What it Means for RIAs
Many firms look to take advantage of new technologies to advance their business—but the digital transformation process is as much about strategy as technology.
June 7, 2021
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Sponsored by SS&C Black Diamond Wealth Platform
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
