From Static to Dynamic: The Evolution of Digitization in Wealth Management

From back office processes, to complying with industry regulations and meeting client expectations, the static nature of the wealth management industry is coming to an end. However, when it comes to the future of digitization, client facing enhancements are the biggest priorities for most firms. Clients are asking for firms to scale personalization and deliver client reporting at their fingertips. Listen to our latest podcast as we interview industry expert Emil Polito sharing where the industry has come from, its current struggles adopting new technology, and the future of digitization in wealth management.