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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Note: This whitepaper was first published by Catalyst prior to the Sionic merger

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About the author

Gilly Green

Managing partner

I advise with empathy, knowing what change feels like in practice and how to get the buy-in needed for success.