Bizpulse

Pegasystems : How advisor efficiency accelerates growth in wealth management

MarketScreener

The long-standing reputation of the wealth management industry is that it provides their clients with high touch, tailored financial advice and services based on old-fashioned values. This client-focused approach has led firms to intuitive and personalized marketing platforms, deep risk profiling, digitally enabled advice, and next-best-action solutions, which have dramatically reduced costs and made financial advisors more efficient and productive. The ability to improve the client experience – at scale – has been the centerpiece of technology investments over the past few years.

Next post Zurn Water: Q1 Earnings Snapshot

More Stories