Wealth management technology

There are some aggressive statistics being bandied about wealth management just now. Apparently, social media and mobile technology is about to transform the industry as we know it. So, are we really on the cusp of a technical revolution? Advice for technology vendors to the wealth industry.

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About the author

I have a breadth of knowledge and experience across all aspects of the business, including strategy execution, client proposition, operating model design and outsourcing negotiations.