Discover the evolving landscape of technology in wealth management with insights from our latest survey. Explore how Innovators, Operators, and Laggards approach technology and learn about the latest trends shaping the industry.
Key Highlights:
- Increased Satisfaction: 44% of respondents are very satisfied with their technology, up from 37% last year.
- Budget Growth: 79% of firms plan to increase their technology budget in the coming year.
- Top Technology Trends: AI, regulatory compliance, and cybersecurity are set to have the biggest impact in the next five years.
- Innovator Lessons: Firms that invest in technology for differentiation and client experience reap significant benefits.
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