 “Most firms know they need to upgrade and feel it’s necessary to invest heavily in technology” to develop a “strategic solution” that can “future-proof their business in the face of a changing market.”New report from Aite Group
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Digital Client Onboarding: A Key Step Toward Wealth Management Platform Growth
Bernice Napach | Think Advisor, September 2016
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Summary: The initial interaction between a financial advisor and client is crucial not only for building the trust and confidence needed to sustain that relationship, but also for the long-term health of the wealth management firm.
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