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20 cad in eur | A few leading wealth managers are using technology to provide RMs with the tools to serve clients more efficiently and effectively. Change management. Our story Our leadership Making a difference In the news Press releases. Article The value of personal advice: Wealth management through the pandemic. What makes us different Business benefits. The following is a preview of one Fintech report, Digital Wealth Management. |
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Digital transformation in Asset \u0026 Wealth ManagementAn integrated digitalization transformation addressing all the relevant user touchpoints will enable an overall enhanced experience for investors and advisors. In wealth management, the transformation to digital began as money management migrated to models, which relied on the application of algorithms to large. Digital technology presents a vast opportunity to realize greater efficiencies, manage costs and transform their role with and value to clients.