Executive Summary
In 2022, there’s no shortage of financial solutions. The same can be said of financial services providers. However, despite the robust, practically overwhelming availability of services, financial management as a whole remains fragmented and siloed by legacy architecture. In short, it’s still difficult for many individuals — even wealthy ones with greater access — to effectively and efficiently oversee their finances.
Technology paves the way for longevity in the client relationship and long-term viability for today’s growing field of financial institutions. Learn how to connect advisors and consumers through other tech-enabled functions in your firm’s new client onboarding and servicing processes.
