Sponsored by Digital transformation isn’t just about technology – it’s about rethinking how you communicate and requires alignment with plans and goals. Goals that are focused on digital transformation within the organization, with clients, partners, and vendors. It’s about transforming organizations, cultures, and lives. The pandemic greatly accelerated the process. For many firms, digitization yielded additional benefits—including opening up new opportunities for growth. But wealth management firms soon discovered they needed consistent, standardized processes to scale their businesses successfully. The articles in this eBook offer real-world examples of powerful digital transformation in action—including digitizing the onboarding process; automated workflows for more efficient front-end and back-end processes; and approaches for streamlining data collection and reporting. Download the eBook to learn more. By clicking above, I acknowledge and agree to Informa’s Terms of Service and to Informa’s use of my contact information to communicate with me about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa’s Privacy Policy . In addition, I understand that my personal information will be shared with any sponsor(s) of the resource, so they can contact me directly about their products or services. Please refer to the privacy policies of such sponsor(s) for more […]
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