RIAs Need Fully Digital Workflows to Compete Post-Pandemic: Paper
Michael Fisher | ThinkAdvisor, June 2020
Read the article online >Summary: The lockdowns, social distancing and market volatility stemming from the coronavirus pandemic have elevated the importance of digital engagement, according to a new report.
However, the current crisis has also exposed flaws in processes that are not fully digitized. Completing workflows that require manual intervention can be very difficult when operational volumes are high, clients are anxious and staff members are working from home.