Top 10 Wealth Management Technology Initiatives for 2018

A wealth management firm can’t become a digital firm of tomorrow without making changes and investments today. The report will allow firms to evaluate their digital progress by comparing their initiatives with those of other wealth firms, as identified in Gartner’s recent survey, poll and interaction results.

Gartner research preview image

Key areas of focus include:

  • Platform Optimization and Elimination
  • Data Aggregation and Standardization
  • Digital Platforms and New Business Approaches

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