Transforming For the New NormalTransforming For the New Normal
Why wealth advisors and family office firms need to make that digital business transformation now
September 3, 2021
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Sponsored by Bill.com
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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