Brokerage firms, registered investment advisors and other wealth managers all seek to improve the client experience while reducing the costs of delivery. Digital tools can help streamline onboarding, reporting and other client-facing processes, but to jump-start efficiency, firms must digitize their workflows.
Often, when this work begins, well-meaning organizations suddenly discover far more data silos than they imagined. That roadblock can stall a promising digital transformation plan before it even begins.
So how do you bust those silos and connect information once and for all?
Download the Data silos and how to destroy them infographic and find out.